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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 | $67,615 | $157,304-57.0% | $141,197-52.1% | $152,909-55.8% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 16.52% | 64.34%-47.8pp | 71.41%-54.9pp | 345.46%-328.9pp |
| Employer contribution / active EE | $2,931 | $5,263-44.3% | $4,736-38.1% | $4,764-38.5% |
| Participant deferral / active EE | $6,210 | $7,111-12.7% | $6,710-7.5% | $5,851+6.1% |
| Admin fee / account holder | $4,262 | $12,126-64.8% | $10,265-58.5% | $11,601-63.3% |