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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 | $65,393 | $166,268-60.7% | $165,100-60.4% | $145,897-55.2% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 9.03% | 100.52%-91.5pp | 70.21%-61.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,355 | $5,284-55.4% | $4,348-45.8% | $4,663-49.5% |
| Participant deferral / active EE | $6,321 | $6,964-9.2% | $6,035+4.7% | $6,689-5.5% |
| Admin fee / account holder | $7,349 | $16,659-55.9% | $12,696-42.1% | $13,390-45.1% |