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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 | $60,542 | $157,296-61.5% | $141,191-57.1% | $152,897-60.4% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 17.50% | 64.34%-46.8pp | 71.41%-53.9pp | 345.43%-327.9pp |
| Employer contribution / active EE | $953 | $5,262-81.9% | $4,736-79.9% | $4,764-80.0% |
| Participant deferral / active EE | $5,130 | $7,111-27.9% | $6,710-23.6% | $5,851-12.3% |
| Admin fee / account holder | $12,914 | $12,125+6.5% | $10,264+25.8% | $11,599+11.3% |