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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 | $36,991 | $148,582-75.1% | $135,942-72.8% | $139,456-73.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 77.53% | 79.26%-1.7pp | 68.28%+9.3pp | 373.45%-295.9pp |
| Employer contribution / active EE | $2,542 | $5,245-51.5% | $4,858-47.7% | $4,753-46.5% |
| Participant deferral / active EE | $13,719 | $8,101+69.3% | $7,759+76.8% | $6,711+104.4% |
| Admin fee / account holder | $1,458 | $12,402-88.2% | $10,764-86.5% | $11,407-87.2% |