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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 | $166,242-55.1% | $165,071-54.8% | $145,884-48.8% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 13.65% | 100.44%-86.8pp | 70.17%-56.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,143 | $5,283-59.4% | $4,347-50.7% | $4,662-54.0% |
| Participant deferral / active EE | $8,409 | $6,964+20.8% | $6,035+39.3% | $6,690+25.7% |
| Admin fee / account holder | $3,819 | $16,658-77.1% | $12,695-69.9% | $13,392-71.5% |