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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 | $67,564 | $100,073-32.5% | $85,126-20.6% | $145,877-53.7% |
| Participation rate | 46.7% | 74.1%-27.4pp | 67.5%-20.9pp | 80.3%-33.6pp |
| Annual return | 12.99% | 84.11%-71.1pp | 66.63%-53.6pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,020 | $3,236-37.6% | $2,731-26.0% | $4,663-56.7% |
| Participant deferral / active EE | $5,246 | $5,294-0.9% | $4,523+16.0% | $6,691-21.6% |
| Admin fee / account holder | $2,284 | $7,261-68.6% | $6,160-62.9% | $13,402-83.0% |