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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 | $75,724 | $197,637-61.7% | $177,848-57.4% | $158,982-52.4% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 17.31% | 58.77%-41.5pp | 48.33%-31.0pp | 302.99%-285.7pp |
| Employer contribution / active EE | $2,786 | $6,698-58.4% | $5,919-52.9% | $4,763-41.5% |
| Participant deferral / active EE | $6,000 | $8,405-28.6% | $7,714-22.2% | $5,983+0.3% |
| Admin fee / account holder | $1,641 | $15,406-89.3% | $12,431-86.8% | $11,252-85.4% |