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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 | $60,940 | $118,875-48.7% | $96,572-36.9% | $167,553-63.6% |
| Participation rate | 55.0% | 75.5%-20.5pp | 69.8%-14.8pp | 82.1%-27.1pp |
| Annual return | 11.04% | 50.50%-39.5pp | 37.79%-26.8pp | 478.89%-467.9pp |
| Employer contribution / active EE | $1,751 | $3,121-43.9% | $2,357-25.7% | $4,840-63.8% |
| Participant deferral / active EE | $4,980 | $4,617+7.9% | $3,850+29.4% | $6,343-21.5% |
| Admin fee / account holder | $6,363 | $8,070-21.2% | $6,183+2.9% | $12,316-48.3% |