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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 | $60,972 | $109,908-44.5% | $97,161-37.2% | $145,978-58.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 7.89% | 243.80%-235.9pp | 75.36%-67.5pp | 550.52%-542.6pp |
| Employer contribution / active EE | $3,151 | $3,077+2.4% | $2,723+15.7% | $4,662-32.4% |
| Participant deferral / active EE | $12,107 | $4,679+158.8% | $4,265+183.9% | $6,690+81.0% |
| Admin fee / account holder | $13,856 | $6,213+123.0% | $5,647+145.4% | $13,400+3.4% |