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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 | $59,469 | $183,539-67.6% | $155,556-61.8% | $145,897-59.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 17.29% | 61.31%-44.0pp | 64.84%-47.5pp | 552.29%-535.0pp |
| Employer contribution / active EE | $1,920 | $5,315-63.9% | $4,675-58.9% | $4,663-58.8% |
| Participant deferral / active EE | $4,910 | $6,467-24.1% | $5,631-12.8% | $6,689-26.6% |
| Admin fee / account holder | $12,501 | $19,275-35.1% | $15,885-21.3% | $13,390-6.6% |