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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 | $60,468 | $150,412-59.8% | $120,574-49.8% | $145,884-58.6% |
| Participation rate | 58.3% | 78.8%-20.5pp | 71.9%-13.6pp | 80.3%-22.0pp |
| Annual return | 12.58% | 154.50%-141.9pp | 107.42%-94.8pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,644 | $4,355-62.3% | $3,471-52.6% | $4,662-64.7% |
| Participant deferral / active EE | $4,489 | $6,175-27.3% | $4,996-10.2% | $6,690-32.9% |
| Admin fee / account holder | $3,608 | $12,224-70.5% | $9,445-61.8% | $13,392-73.1% |