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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 | $30,441 | $157,296-80.6% | $141,191-78.4% | $152,897-80.1% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 21.86% | 64.34%-42.5pp | 71.41%-49.5pp | 345.43%-323.6pp |
| Employer contribution / active EE | $2,362 | $5,262-55.1% | $4,736-50.1% | $4,764-50.4% |
| Participant deferral / active EE | $5,404 | $7,111-24.0% | $6,710-19.5% | $5,851-7.6% |
| Admin fee / account holder | $10,521 | $12,125-13.2% | $10,264+2.5% | $11,599-9.3% |