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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 | $55,643 | $157,296-64.6% | $141,191-60.6% | $152,897-63.6% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 23.62% | 64.34%-40.7pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $5,416 | $5,262+2.9% | $4,736+14.4% | $4,764+13.7% |
| Participant deferral / active EE | $5,284 | $7,111-25.7% | $6,710-21.3% | $5,851-9.7% |
| Admin fee / account holder | $7,659 | $12,125-36.8% | $10,264-25.4% | $11,599-34.0% |