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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 | $69,796 | $166,268-58.0% | $165,100-57.7% | $145,897-52.2% |
| Participation rate | 43.8% | 82.0%-38.3pp | 78.6%-34.9pp | 80.3%-36.6pp |
| Annual return | 11.78% | 100.52%-88.7pp | 70.21%-58.4pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,129 | $5,284-78.6% | $4,348-74.0% | $4,663-75.8% |
| Participant deferral / active EE | $3,614 | $6,964-48.1% | $6,035-40.1% | $6,689-46.0% |
| Admin fee / account holder | $14,006 | $16,659-15.9% | $12,696+10.3% | $13,390+4.6% |