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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 | $60,589 | $115,810-47.7% | $101,271-40.2% | $158,966-61.9% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 18.59% | 56.15%-37.6pp | 46.48%-27.9pp | 302.95%-284.4pp |
| Employer contribution / active EE | $992 | $4,175-76.2% | $3,660-72.9% | $4,762-79.2% |
| Participant deferral / active EE | $4,899 | $4,958-1.2% | $4,371+12.1% | $5,983-18.1% |
| Admin fee / account holder | $1,065 | $7,248-85.3% | $5,948-82.1% | $11,250-90.5% |