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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 | $60,985 | $115,810-47.3% | $101,271-39.8% | $158,966-61.6% |
| Participation rate | 57.9% | 79.4%-21.5pp | 75.8%-17.9pp | 82.0%-24.1pp |
| Annual return | 25.22% | 56.15%-30.9pp | 46.48%-21.3pp | 302.95%-277.7pp |
| Employer contribution / active EE | $1,295 | $4,175-69.0% | $3,660-64.6% | $4,762-72.8% |
| Participant deferral / active EE | $4,062 | $4,958-18.1% | $4,371-7.1% | $5,983-32.1% |
| Admin fee / account holder | $1,258 | $7,248-82.6% | $5,948-78.8% | $11,250-88.8% |