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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 | $76,641 | $166,268-53.9% | $165,100-53.6% | $145,897-47.5% |
| Participation rate | 53.3% | 82.0%-28.7pp | 78.6%-25.3pp | 80.3%-27.0pp |
| Annual return | 24.92% | 100.52%-75.6pp | 70.21%-45.3pp | 552.29%-527.4pp |
| Employer contribution / active EE | $2,074 | $5,284-60.7% | $4,348-52.3% | $4,663-55.5% |
| Participant deferral / active EE | $3,638 | $6,964-47.8% | $6,035-39.7% | $6,689-45.6% |
| Admin fee / account holder | $1,455 | $16,659-91.3% | $12,696-88.5% | $13,390-89.1% |