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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 | $61,203 | $88,815-31.1% | $81,882-25.3% | $145,897-58.1% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 11.05% | 1033.75%-1022.7pp | 779.47%-768.4pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,431 | $3,086-53.6% | $2,916-50.9% | $4,663-69.3% |
| Participant deferral / active EE | $4,512 | $4,647-2.9% | $4,323+4.4% | $6,689-32.5% |
| Admin fee / account holder | $459 | $8,434-94.6% | $7,360-93.8% | $13,390-96.6% |