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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 | $57,705 | $100,805-42.8% | $86,698-33.4% | $134,532-57.1% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | 63.20% | 29.09%+34.1pp | 35.95%+27.3pp | 418.27%-355.1pp |
| Employer contribution / active EE | $1,516 | $3,490-56.6% | $2,837-46.6% | $4,741-68.0% |
| Participant deferral / active EE | $4,137 | $5,339-22.5% | $4,656-11.1% | $6,401-35.4% |
| Admin fee / account holder | $505 | $10,925-95.4% | $7,493-93.3% | $11,429-95.6% |