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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 | $59,209 | $148,582-60.2% | $135,942-56.4% | $139,456-57.5% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 74.31% | 79.26%-4.9pp | 68.28%+6.0pp | 373.45%-299.1pp |
| Employer contribution / active EE | $2,028 | $5,245-61.3% | $4,858-58.3% | $4,753-57.3% |
| Participant deferral / active EE | $6,407 | $8,101-20.9% | $7,759-17.4% | $6,711-4.5% |
| Admin fee / account holder | $1,415 | $12,402-88.6% | $10,764-86.9% | $11,407-87.6% |