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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 | $58,623 | $183,516-68.1% | $155,534-62.3% | $145,884-59.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 44.17% | 61.43%-17.3pp | 64.92%-20.7pp | 551.85%-507.7pp |
| Employer contribution / active EE | $3,710 | $5,315-30.2% | $4,675-20.6% | $4,662-20.4% |
| Participant deferral / active EE | $6,343 | $6,467-1.9% | $5,630+12.7% | $6,690-5.2% |
| Admin fee / account holder | $7,600 | $19,293-60.6% | $15,900-52.2% | $13,392-43.3% |