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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 | $38,068 | $166,268-77.1% | $165,100-76.9% | $145,897-73.9% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.6%-24.8pp | 80.3%-26.5pp |
| Annual return | 15.80% | 100.52%-84.7pp | 70.21%-54.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,697 | $5,284-49.0% | $4,348-38.0% | $4,663-42.1% |
| Participant deferral / active EE | $4,891 | $6,964-29.8% | $6,035-19.0% | $6,689-26.9% |
| Admin fee / account holder | $2,946 | $16,659-82.3% | $12,696-76.8% | $13,390-78.0% |