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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 | $75,134 | $183,539-59.1% | $155,556-51.7% | $145,897-48.5% |
| Participation rate | 53.3% | 82.7%-29.4pp | 78.2%-24.9pp | 80.3%-27.0pp |
| Annual return | 32.65% | 61.31%-28.7pp | 64.84%-32.2pp | 552.29%-519.6pp |
| Employer contribution / active EE | $1,657 | $5,315-68.8% | $4,675-64.6% | $4,663-64.5% |
| Participant deferral / active EE | $4,028 | $6,467-37.7% | $5,631-28.5% | $6,689-39.8% |
| Admin fee / account holder | $3,451 | $19,275-82.1% | $15,885-78.3% | $13,390-74.2% |