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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 | $60,361 | $125,190-51.8% | $105,624-42.9% | $145,897-58.6% |
| Participation rate | 65.0% | 77.6%-12.6pp | 75.3%-10.3pp | 80.3%-15.3pp |
| Annual return | 12.24% | 225.22%-213.0pp | 116.20%-104.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,986 | $3,720-46.6% | $3,168-37.3% | $4,663-57.4% |
| Participant deferral / active EE | $4,969 | $5,716-13.1% | $5,013-0.9% | $6,689-25.7% |
| Admin fee / account holder | $2,646 | $17,138-84.6% | $10,961-75.9% | $13,390-80.2% |