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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 | $80,616 | $196,972-59.1% | $182,262-55.8% | $198,609-59.4% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 16.82% | 158.27%-141.5pp | 140.60%-123.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $2,308 | $5,364-57.0% | $5,046-54.3% | $5,055-54.4% |
| Participant deferral / active EE | $6,150 | $8,643-28.8% | $8,276-25.7% | $6,977-11.9% |
| Admin fee / account holder | $742 | $18,429-96.0% | $16,712-95.6% | $19,030-96.1% |