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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 | $54,605 | $183,539-70.2% | $155,556-64.9% | $145,897-62.6% |
| Participation rate | 56.3% | 82.7%-26.5pp | 78.2%-22.0pp | 80.3%-24.1pp |
| Annual return | 17.77% | 61.31%-43.5pp | 64.84%-47.1pp | 552.29%-534.5pp |
| Employer contribution / active EE | $2,031 | $5,315-61.8% | $4,675-56.6% | $4,663-56.4% |
| Participant deferral / active EE | $6,806 | $6,467+5.2% | $5,631+20.9% | $6,689+1.7% |
| Admin fee / account holder | $11,132 | $19,275-42.2% | $15,885-29.9% | $13,390-16.9% |