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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 | $58,164 | $100,139-41.9% | $85,187-31.7% | $145,884-60.1% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 11.77% | 84.15%-72.4pp | 66.67%-54.9pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,176 | $3,238-32.8% | $2,732-20.4% | $4,662-53.3% |
| Participant deferral / active EE | $3,391 | $5,296-36.0% | $4,525-25.1% | $6,690-49.3% |
| Admin fee / account holder | $9,490 | $7,262+30.7% | $6,162+54.0% | $13,392-29.1% |