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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 | $60,291 | $100,203-39.8% | $85,240-29.3% | $145,897-58.7% |
| Participation rate | 20.0% | 74.1%-54.1pp | 67.5%-47.5pp | 80.3%-60.3pp |
| Annual return | 8.82% | 84.28%-75.5pp | 66.75%-57.9pp | 552.29%-543.5pp |
| Employer contribution / active EE | $623 | $3,242-80.8% | $2,735-77.2% | $4,663-86.6% |
| Participant deferral / active EE | $920 | $5,299-82.6% | $4,527-79.7% | $6,689-86.3% |
| Admin fee / account holder | $990 | $7,265-86.4% | $6,165-83.9% | $13,390-92.6% |