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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 | $65,147 | $166,268-60.8% | $165,100-60.5% | $145,897-55.3% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 17.37% | 100.52%-83.2pp | 70.21%-52.8pp | 552.29%-534.9pp |
| Employer contribution / active EE | $3,375 | $5,284-36.1% | $4,348-22.4% | $4,663-27.6% |
| Participant deferral / active EE | $5,497 | $6,964-21.1% | $6,035-8.9% | $6,689-17.8% |
| Admin fee / account holder | $7,838 | $16,659-53.0% | $12,696-38.3% | $13,390-41.5% |