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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 | $61,018 | $166,268-63.3% | $165,100-63.0% | $145,897-58.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 12.54% | 100.52%-88.0pp | 70.21%-57.7pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,043 | $5,284-61.3% | $4,348-53.0% | $4,663-56.2% |
| Participant deferral / active EE | $3,852 | $6,964-44.7% | $6,035-36.2% | $6,689-42.4% |
| Admin fee / account holder | $7,456 | $16,659-55.2% | $12,696-41.3% | $13,390-44.3% |