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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 | $73,406 | $166,268-55.9% | $165,100-55.5% | $145,897-49.7% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 17.03% | 100.52%-83.5pp | 70.21%-53.2pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,471 | $5,284-72.2% | $4,348-66.2% | $4,663-68.4% |
| Participant deferral / active EE | $5,968 | $6,964-14.3% | $6,035-1.1% | $6,689-10.8% |
| Admin fee / account holder | $13,930 | $16,659-16.4% | $12,696+9.7% | $13,390+4.0% |