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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 | $60,689 | $183,592-66.9% | $155,574-61.0% | $145,877-58.4% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 12.07% | 61.37%-49.3pp | 64.87%-52.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,809 | $5,317-66.0% | $4,676-61.3% | $4,663-61.2% |
| Participant deferral / active EE | $4,035 | $6,466-37.6% | $5,629-28.3% | $6,691-39.7% |
| Admin fee / account holder | $4,825 | $19,316-75.0% | $15,914-69.7% | $13,402-64.0% |