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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 | $36,290 | $157,304-76.9% | $141,197-74.3% | $152,909-76.3% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 88.72% | 64.34%+24.4pp | 71.41%+17.3pp | 345.46%-256.7pp |
| Employer contribution / active EE | $2,947 | $5,263-44.0% | $4,736-37.8% | $4,764-38.1% |
| Participant deferral / active EE | $5,605 | $7,111-21.2% | $6,710-16.5% | $5,851-4.2% |
| Admin fee / account holder | $516 | $12,126-95.7% | $10,265-95.0% | $11,601-95.6% |