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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 | $166,242-61.7% | $165,071-61.4% | $145,884-56.3% |
| Participation rate | 27.3% | 82.0%-54.7pp | 78.6%-51.4pp | 80.3%-53.0pp |
| Annual return | 10.52% | 100.44%-89.9pp | 70.17%-59.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,586 | $5,283-70.0% | $4,347-63.5% | $4,662-66.0% |
| Participant deferral / active EE | $3,924 | $6,964-43.6% | $6,035-35.0% | $6,690-41.3% |
| Admin fee / account holder | $9,939 | $16,658-40.3% | $12,695-21.7% | $13,392-25.8% |