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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 | $63,683 | $166,089-61.7% | $164,928-61.4% | $145,978-56.4% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.3pp | 80.3%-53.0pp |
| Annual return | 10.52% | 100.26%-89.7pp | 70.08%-59.6pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,586 | $5,276-70.0% | $4,343-63.5% | $4,662-66.0% |
| Participant deferral / active EE | $3,924 | $6,961-43.6% | $6,034-35.0% | $6,690-41.3% |
| Admin fee / account holder | $9,939 | $16,641-40.3% | $12,684-21.6% | $13,400-25.8% |