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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 | $63,555 | $124,330-48.9% | $109,173-41.8% | $167,536-62.1% |
| Participation rate | 61.1% | 79.5%-18.3pp | 75.9%-14.8pp | 82.1%-21.0pp |
| Annual return | 16.80% | 26.04%-9.2pp | 25.75%-9.0pp | 478.82%-462.0pp |
| Employer contribution / active EE | $1,969 | $4,209-53.2% | $3,723-47.1% | $4,839-59.3% |
| Participant deferral / active EE | $4,305 | $5,256-18.1% | $4,654-7.5% | $6,342-32.1% |
| Admin fee / account holder | $465 | $7,974-94.2% | $6,755-93.1% | $12,315-96.2% |