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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 | $78,939 | $134,817-41.4% | $123,973-36.3% | $155,188-49.1% |
| Participation rate | 55.0% | 79.4%-24.4pp | 76.7%-21.7pp | 80.8%-25.8pp |
| Annual return | 15.16% | 515.49%-500.3pp | 388.13%-373.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $2,544 | $4,425-42.5% | $4,126-38.3% | $4,248-40.1% |
| Participant deferral / active EE | $4,668 | $5,706-18.2% | $5,247-11.0% | $6,531-28.5% |
| Admin fee / account holder | $1,188 | $13,245-91.0% | $11,799-89.9% | $14,480-91.8% |