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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 | $57,060 | $157,296-63.7% | $141,191-59.6% | $152,897-62.7% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 30.28% | 64.34%-34.1pp | 71.41%-41.1pp | 345.43%-315.2pp |
| Employer contribution / active EE | $3,706 | $5,262-29.6% | $4,736-21.7% | $4,764-22.2% |
| Participant deferral / active EE | $7,839 | $7,111+10.2% | $6,710+16.8% | $5,851+34.0% |
| Admin fee / account holder | $8,430 | $12,125-30.5% | $10,264-17.9% | $11,599-27.3% |