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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 | $82,256 | $148,582-44.6% | $135,942-39.5% | $139,456-41.0% |
| Participation rate | 25.0% | 83.9%-58.9pp | 81.9%-56.9pp | 80.3%-55.3pp |
| Annual return | 21.19% | 79.26%-58.1pp | 68.28%-47.1pp | 373.45%-352.3pp |
| Employer contribution / active EE | $2,635 | $5,245-49.8% | $4,858-45.8% | $4,753-44.6% |
| Participant deferral / active EE | $5,165 | $8,101-36.3% | $7,759-33.4% | $6,711-23.0% |
| Admin fee / account holder | $322 | $12,402-97.4% | $10,764-97.0% | $11,407-97.2% |