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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 | $65,298 | $109,967-40.6% | $97,197-32.8% | $145,877-55.2% |
| Participation rate | 53.3% | 76.0%-22.6pp | 72.7%-19.4pp | 80.3%-27.0pp |
| Annual return | 22.19% | 244.27%-222.1pp | 75.47%-53.3pp | 551.28%-529.1pp |
| Employer contribution / active EE | $2,206 | $3,077-28.3% | $2,723-19.0% | $4,663-52.7% |
| Participant deferral / active EE | $3,289 | $4,676-29.7% | $4,263-22.9% | $6,691-50.8% |
| Admin fee / account holder | $1,431 | $6,199-76.9% | $5,637-74.6% | $13,402-89.3% |