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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 | $52,247 | $154,159-66.1% | $130,026-59.8% | $139,456-62.5% |
| Participation rate | 63.6% | 82.0%-18.3pp | 78.5%-14.9pp | 80.3%-16.7pp |
| Annual return | 39.74% | 32.50%+7.2pp | -137.26%+177.0pp | 373.45%-333.7pp |
| Employer contribution / active EE | $2,639 | $5,292-50.1% | $4,321-38.9% | $4,753-44.5% |
| Participant deferral / active EE | $6,820 | $6,710+1.7% | $5,821+17.2% | $6,711+1.6% |
| Admin fee / account holder | $601 | $14,001-95.7% | $10,608-94.3% | $11,407-94.7% |