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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 | $60,586 | $157,304-61.5% | $141,197-57.1% | $152,909-60.4% |
| Participation rate | 69.6% | 84.8%-15.3pp | 82.5%-12.9pp | 82.5%-12.9pp |
| Annual return | 18.72% | 64.34%-45.6pp | 71.41%-52.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $5,232 | $5,263-0.6% | $4,736+10.5% | $4,764+9.8% |
| Participant deferral / active EE | $3,410 | $7,111-52.1% | $6,710-49.2% | $5,851-41.7% |
| Admin fee / account holder | $2,035 | $12,126-83.2% | $10,265-80.2% | $11,601-82.5% |