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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 | $61,739 | $70,121-12.0% | $63,803-3.2% | $138,895-55.5% |
| Participation rate | 57.1% | 77.2%-20.1pp | 72.7%-15.6pp | 79.9%-22.8pp |
| Annual return | 14.37% | 946.48%-932.1pp | 543.72%-529.4pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,020 | $2,882-64.6% | $2,532-59.7% | $4,194-75.7% |
| Participant deferral / active EE | $1,168 | $4,535-74.3% | $3,843-69.6% | $6,396-81.7% |
| Admin fee / account holder | $5,803 | $6,738-13.9% | $5,196+11.7% | $12,562-53.8% |