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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 | $63,285 | $166,268-61.9% | $165,100-61.7% | $145,897-56.6% |
| Participation rate | 60.9% | 82.0%-21.2pp | 78.6%-17.8pp | 80.3%-19.4pp |
| Annual return | 14.77% | 100.52%-85.7pp | 70.21%-55.4pp | 552.29%-537.5pp |
| Employer contribution / active EE | $1,274 | $5,284-75.9% | $4,348-70.7% | $4,663-72.7% |
| Participant deferral / active EE | $7,291 | $6,964+4.7% | $6,035+20.8% | $6,689+9.0% |
| Admin fee / account holder | $4,765 | $16,659-71.4% | $12,696-62.5% | $13,390-64.4% |