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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 | $42,471 | $105,145-59.6% | $94,664-55.1% | $139,466-69.5% |
| Participation rate | 68.4% | 82.4%-13.9pp | 80.8%-12.4pp | 80.3%-11.9pp |
| Annual return | 17.16% | 38.09%-20.9pp | 156.84%-139.7pp | 373.66%-356.5pp |
| Employer contribution / active EE | $3,554 | $4,107-13.5% | $3,673-3.2% | $4,754-25.2% |
| Participant deferral / active EE | $7,417 | $7,599-2.4% | $7,4170% | $6,712+10.5% |
| Admin fee / account holder | $13,552 | $8,972+51.0% | $7,222+87.7% | $11,409+18.8% |