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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 | $74,670 | $166,131-55.1% | $164,975-54.7% | $145,877-48.8% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 13.65% | 100.37%-86.7pp | 70.12%-56.5pp | 551.28%-537.6pp |
| Employer contribution / active EE | $2,143 | $5,276-59.4% | $4,343-50.7% | $4,663-54.0% |
| Participant deferral / active EE | $8,409 | $6,962+20.8% | $6,033+39.4% | $6,691+25.7% |
| Admin fee / account holder | $3,819 | $16,648-77.1% | $12,688-69.9% | $13,402-71.5% |