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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 | $60,374 | $110,093-45.2% | $97,295-37.9% | $145,897-58.6% |
| Participation rate | 55.0% | 75.9%-20.9pp | 72.7%-17.7pp | 80.3%-25.3pp |
| Annual return | 9.65% | 244.76%-235.1pp | 75.62%-66.0pp | 552.29%-542.6pp |
| Employer contribution / active EE | $646 | $3,077-79.0% | $2,723-76.3% | $4,663-86.1% |
| Participant deferral / active EE | $1,050 | $4,678-77.6% | $4,264-75.4% | $6,689-84.3% |
| Admin fee / account holder | $5,500 | $6,212-11.5% | $5,646-2.6% | $13,390-58.9% |