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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 | $62,574 | $129,737-51.8% | $119,126-47.5% | $154,746-59.6% |
| Participation rate | 50.0% | 78.9%-28.9pp | 75.8%-25.8pp | 80.7%-30.7pp |
| Annual return | 13.95% | 379.08%-365.1pp | 282.11%-268.2pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,642 | $4,375-16.8% | $4,034-9.7% | $4,379-16.8% |
| Participant deferral / active EE | $9,872 | $5,842+69.0% | $5,318+85.6% | $6,730+46.7% |
| Admin fee / account holder | $5,247 | $11,961-56.1% | $10,693-50.9% | $14,365-63.5% |