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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 | $42,476 | $157,296-73.0% | $141,191-69.9% | $152,897-72.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 22.46% | 64.34%-41.9pp | 71.41%-49.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $2,166 | $5,262-58.8% | $4,736-54.3% | $4,764-54.5% |
| Participant deferral / active EE | $6,193 | $7,111-12.9% | $6,710-7.7% | $5,851+5.8% |
| Admin fee / account holder | $11,569 | $12,125-4.6% | $10,264+12.7% | $11,599-0.3% |