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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 | $65,721 | $99,652-34.0% | $78,778-16.6% | $147,586-55.5% |
| Participation rate | 5.0% | 76.2%-71.2pp | 69.2%-64.2pp | 82.8%-77.8pp |
| Annual return | 18.65% | 47.28%-28.6pp | 35.62%-17.0pp | 578.59%-559.9pp |
| Employer contribution / active EE | $548 | $2,796-80.4% | $1,986-72.4% | $4,876-88.8% |
| Participant deferral / active EE | $5,486 | $3,664+49.7% | $2,958+85.4% | $5,439+0.9% |
| Admin fee / account holder | $1,087 | $7,155-84.8% | $5,134-78.8% | $10,886-90.0% |