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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 | $56,296 | $118,695-52.6% | $98,916-43.1% | $158,950-64.6% |
| Participation rate | 56.5% | 77.8%-21.3pp | 76.0%-19.5pp | 82.0%-25.4pp |
| Annual return | 6.89% | 372.39%-365.5pp | 196.45%-189.6pp | 302.91%-296.0pp |
| Employer contribution / active EE | $1,045 | $3,333-68.6% | $2,689-61.1% | $4,762-78.0% |
| Participant deferral / active EE | $1,627 | $5,088-68.0% | $4,245-61.7% | $5,983-72.8% |
| Admin fee / account holder | $5,771 | $10,132-43.0% | $6,642-13.1% | $11,248-48.7% |