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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 | $77,433 | $111,535-30.6% | $105,223-26.4% | $137,256-43.6% |
| Participation rate | 47.1% | 78.1%-31.0pp | 75.0%-28.0pp | 80.0%-32.9pp |
| Annual return | 18.44% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,138 | $3,939-45.7% | $3,689-42.0% | $4,156-48.6% |
| Participant deferral / active EE | $6,373 | $5,500+15.9% | $5,072+25.7% | $6,407-0.5% |
| Admin fee / account holder | $3,712 | $9,721-61.8% | $8,859-58.1% | $12,270-69.7% |