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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 | $63,900 | $157,296-59.4% | $141,191-54.7% | $152,897-58.2% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 22.44% | 64.34%-41.9pp | 71.41%-49.0pp | 345.43%-323.0pp |
| Employer contribution / active EE | $2,656 | $5,262-49.5% | $4,736-43.9% | $4,764-44.3% |
| Participant deferral / active EE | $4,195 | $7,111-41.0% | $6,710-37.5% | $5,851-28.3% |
| Admin fee / account holder | $1,122 | $12,125-90.7% | $10,264-89.1% | $11,599-90.3% |