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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 | $62,674 | $108,942-42.5% | $100,415-37.6% | $145,897-57.0% |
| Participation rate | 44.4% | 83.0%-38.5pp | 81.5%-37.1pp | 80.3%-35.9pp |
| Annual return | 16.00% | 58.27%-42.3pp | 49.47%-33.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $2,553 | $4,422-42.3% | $3,943-35.3% | $4,663-45.2% |
| Participant deferral / active EE | $4,177 | $8,461-50.6% | $8,091-48.4% | $6,689-37.6% |
| Admin fee / account holder | $500 | $9,702-94.8% | $7,906-93.7% | $13,390-96.3% |