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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,352 | $183,539-57.9% | $155,556-50.3% | $145,897-47.0% |
| Participation rate | 54.5% | 82.7%-28.2pp | 78.2%-23.7pp | 80.3%-25.8pp |
| Annual return | 10.39% | 61.31%-50.9pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $1,176 | $5,315-77.9% | $4,675-74.8% | $4,663-74.8% |
| Participant deferral / active EE | $4,920 | $6,467-23.9% | $5,631-12.6% | $6,689-26.4% |
| Admin fee / account holder | $7,298 | $19,275-62.1% | $15,885-54.1% | $13,390-45.5% |