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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 | $53,347 | $157,296-66.1% | $141,191-62.2% | $152,897-65.1% |
| Participation rate | 52.2% | 84.8%-32.6pp | 82.5%-30.3pp | 82.5%-30.3pp |
| Annual return | 18.41% | 64.34%-45.9pp | 71.41%-53.0pp | 345.43%-327.0pp |
| Employer contribution / active EE | $2,405 | $5,262-54.3% | $4,736-49.2% | $4,764-49.5% |
| Participant deferral / active EE | $3,716 | $7,111-47.7% | $6,710-44.6% | $5,851-36.5% |
| Admin fee / account holder | $3,098 | $12,125-74.4% | $10,264-69.8% | $11,599-73.3% |