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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 | $75,826 | $166,089-54.3% | $164,928-54.0% | $145,978-48.1% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 10.00% | 100.26%-90.3pp | 70.08%-60.1pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,905 | $5,276-44.9% | $4,343-33.1% | $4,662-37.7% |
| Participant deferral / active EE | $3,881 | $6,961-44.2% | $6,034-35.7% | $6,690-42.0% |
| Admin fee / account holder | $394 | $16,641-97.6% | $12,684-96.9% | $13,400-97.1% |