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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 | $78,889 | $183,539-57.0% | $155,556-49.3% | $145,897-45.9% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 17.12% | 61.31%-44.2pp | 64.84%-47.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $2,362 | $5,315-55.6% | $4,675-49.5% | $4,663-49.3% |
| Participant deferral / active EE | $5,712 | $6,467-11.7% | $5,631+1.4% | $6,689-14.6% |
| Admin fee / account holder | $2,983 | $19,275-84.5% | $15,885-81.2% | $13,390-77.7% |