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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 | $60,714 | $127,790-52.5% | $106,554-43.0% | $167,553-63.8% |
| Participation rate | 63.6% | 78.3%-14.6pp | 76.1%-12.5pp | 82.1%-18.5pp |
| Annual return | 15.78% | 33.88%-18.1pp | 26.80%-11.0pp | 478.89%-463.1pp |
| Employer contribution / active EE | $1,051 | $3,427-69.3% | $2,819-62.7% | $4,840-78.3% |
| Participant deferral / active EE | $1,628 | $5,088-68.0% | $4,398-63.0% | $6,343-74.3% |
| Admin fee / account holder | $302 | $11,231-97.3% | $7,408-95.9% | $12,316-97.5% |