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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 | $57,714 | $124,346-53.6% | $111,308-48.1% | $167,536-65.6% |
| Participation rate | 57.1% | 79.6%-22.5pp | 77.3%-20.2pp | 82.1%-25.0pp |
| Annual return | 57.21% | 37.45%+19.8pp | 54.67%+2.5pp | 478.82%-421.6pp |
| Employer contribution / active EE | $915 | $3,437-73.4% | $2,732-66.5% | $4,839-81.1% |
| Participant deferral / active EE | $4,915 | $5,182-5.1% | $4,487+9.5% | $6,342-22.5% |
| Admin fee / account holder | $21,026 | $10,621+98.0% | $7,965+164.0% | $12,315+70.7% |