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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 | $73,530 | $185,312-60.3% | $161,489-54.5% | $154,746-52.5% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 64.22% | 103.84%-39.6pp | 89.72%-25.5pp | 172.34%-108.1pp |
| Employer contribution / active EE | $1,595 | $4,769-66.5% | $4,268-62.6% | $4,379-63.6% |
| Participant deferral / active EE | $2,461 | $6,350-61.2% | $5,630-56.3% | $6,730-63.4% |
| Admin fee / account holder | $8,342 | $18,654-55.3% | $16,006-47.9% | $14,365-41.9% |