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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 | $77,854 | $148,623-47.6% | $135,974-42.7% | $139,466-44.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 19.20% | 79.30%-60.1pp | 68.30%-49.1pp | 373.66%-354.5pp |
| Employer contribution / active EE | $2,863 | $5,246-45.4% | $4,859-41.1% | $4,754-39.8% |
| Participant deferral / active EE | $11,583 | $8,103+42.9% | $7,760+49.3% | $6,712+72.6% |
| Admin fee / account holder | $2,794 | $12,406-77.5% | $10,767-74.1% | $11,409-75.5% |