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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 | $65,577 | $211,224-69.0% | $178,505-63.3% | $145,897-55.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.62% | 30.28%-16.7pp | 27.16%-13.5pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,618 | $4,577-64.7% | $3,955-59.1% | $4,663-65.3% |
| Participant deferral / active EE | $3,819 | $6,966-45.2% | $6,280-39.2% | $6,689-42.9% |
| Admin fee / account holder | $2,800 | $12,109-76.9% | $10,428-73.1% | $13,390-79.1% |