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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 | $77,322 | $148,582-48.0% | $135,942-43.1% | $139,456-44.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 22.77% | 79.26%-56.5pp | 68.28%-45.5pp | 373.45%-350.7pp |
| Employer contribution / active EE | $3,193 | $5,245-39.1% | $4,858-34.3% | $4,753-32.8% |
| Participant deferral / active EE | $7,405 | $8,101-8.6% | $7,759-4.6% | $6,711+10.3% |
| Admin fee / account holder | $2,788 | $12,402-77.5% | $10,764-74.1% | $11,407-75.6% |