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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 | $65,620 | $183,516-64.2% | $155,534-57.8% | $145,884-55.0% |
| Participation rate | 47.6% | 82.7%-35.1pp | 78.2%-30.6pp | 80.3%-32.7pp |
| Annual return | 14.17% | 61.43%-47.3pp | 64.92%-50.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,198 | $5,315-58.6% | $4,675-53.0% | $4,662-52.9% |
| Participant deferral / active EE | $5,708 | $6,467-11.7% | $5,630+1.4% | $6,690-14.7% |
| Admin fee / account holder | $4,426 | $19,293-77.1% | $15,900-72.2% | $13,392-67.0% |