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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 | $110,093-40.7% | $97,295-32.9% | $145,897-55.2% |
| Participation rate | 53.3% | 75.9%-22.6pp | 72.7%-19.3pp | 80.3%-27.0pp |
| Annual return | 22.19% | 244.76%-222.6pp | 75.62%-53.4pp | 552.29%-530.1pp |
| Employer contribution / active EE | $2,206 | $3,077-28.3% | $2,723-19.0% | $4,663-52.7% |
| Participant deferral / active EE | $3,289 | $4,678-29.7% | $4,264-22.9% | $6,689-50.8% |
| Admin fee / account holder | $1,431 | $6,212-77.0% | $5,646-74.7% | $13,390-89.3% |