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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 | $42,588 | $166,242-74.4% | $165,071-74.2% | $145,884-70.8% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 11.17% | 100.44%-89.3pp | 70.17%-59.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,346 | $5,283-55.6% | $4,347-46.0% | $4,662-49.7% |
| Participant deferral / active EE | $6,287 | $6,964-9.7% | $6,035+4.2% | $6,690-6.0% |
| Admin fee / account holder | $502 | $16,658-97.0% | $12,695-96.0% | $13,392-96.2% |