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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 | $72,561 | $157,270-53.9% | $141,173-48.6% | $152,870-52.5% |
| Participation rate | 58.8% | 84.8%-26.0pp | 82.5%-23.6pp | 82.4%-23.6pp |
| Annual return | 15.95% | 64.33%-48.4pp | 71.40%-55.4pp | 345.34%-329.4pp |
| Employer contribution / active EE | $2,908 | $5,261-44.7% | $4,735-38.6% | $4,763-38.9% |
| Participant deferral / active EE | $5,893 | $7,110-17.1% | $6,710-12.2% | $5,850+0.7% |
| Admin fee / account holder | $22,504 | $12,121+85.7% | $10,262+119.3% | $11,597+94.1% |