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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 | $110,039-45.1% | $97,260-37.9% | $145,884-58.6% |
| Participation rate | 55.0% | 75.9%-20.9pp | 72.7%-17.7pp | 80.3%-25.3pp |
| Annual return | 9.65% | 244.44%-234.8pp | 75.54%-65.9pp | 551.85%-542.2pp |
| Employer contribution / active EE | $646 | $3,074-79.0% | $2,721-76.3% | $4,662-86.1% |
| Participant deferral / active EE | $1,050 | $4,674-77.5% | $4,262-75.4% | $6,690-84.3% |
| Admin fee / account holder | $5,500 | $6,204-11.3% | $5,640-2.5% | $13,392-58.9% |