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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 | $58,523 | $150,412-61.1% | $120,574-51.5% | $145,884-59.9% |
| Participation rate | 64.7% | 78.8%-14.1pp | 71.9%-7.2pp | 80.3%-15.6pp |
| Annual return | 11.62% | 154.50%-142.9pp | 107.42%-95.8pp | 551.85%-540.2pp |
| Employer contribution / active EE | $1,887 | $4,355-56.7% | $3,471-45.6% | $4,662-59.5% |
| Participant deferral / active EE | $3,099 | $6,175-49.8% | $4,996-38.0% | $6,690-53.7% |
| Admin fee / account holder | $733 | $12,224-94.0% | $9,445-92.2% | $13,392-94.5% |