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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 | $65,387 | $100,895-35.2% | $90,430-27.7% | $158,950-58.9% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 12.87% | 1725.54%-1712.7pp | 1293.73%-1280.9pp | 302.91%-290.0pp |
| Employer contribution / active EE | $735 | $3,689-80.1% | $3,262-77.5% | $4,762-84.6% |
| Participant deferral / active EE | $1,968 | $4,347-54.7% | $3,963-50.3% | $5,983-67.1% |
| Admin fee / account holder | $7,794 | $6,505+19.8% | $5,613+38.8% | $11,248-30.7% |