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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 | $73,269 | $166,131-55.9% | $164,975-55.6% | $145,877-49.8% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 12.83% | 100.37%-87.5pp | 70.12%-57.3pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,752 | $5,276-66.8% | $4,343-59.7% | $4,663-62.4% |
| Participant deferral / active EE | $4,782 | $6,962-31.3% | $6,033-20.7% | $6,691-28.5% |
| Admin fee / account holder | $14,652 | $16,648-12.0% | $12,688+15.5% | $13,402+9.3% |