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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 | $75,686 | $196,972-61.6% | $182,262-58.5% | $198,609-61.9% |
| Participation rate | 53.3% | 85.7%-32.4pp | 84.2%-30.9pp | 82.4%-29.0pp |
| Annual return | 15.01% | 158.27%-143.3pp | 140.60%-125.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $3,083 | $5,364-42.5% | $5,046-38.9% | $5,055-39.0% |
| Participant deferral / active EE | $5,788 | $8,643-33.0% | $8,276-30.1% | $6,977-17.0% |
| Admin fee / account holder | $45,516 | $18,429+147.0% | $16,712+172.4% | $19,030+139.2% |