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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 | $76,096 | $157,304-51.6% | $141,197-46.1% | $152,909-50.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.31% | 64.34%-42.0pp | 71.41%-49.1pp | 345.46%-323.2pp |
| Employer contribution / active EE | $2,567 | $5,263-51.2% | $4,736-45.8% | $4,764-46.1% |
| Participant deferral / active EE | $3,788 | $7,111-46.7% | $6,710-43.6% | $5,851-35.3% |
| Admin fee / account holder | $3,299 | $12,126-72.8% | $10,265-67.9% | $11,601-71.6% |