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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 | $68,492 | $108,922-37.1% | $100,398-31.8% | $145,978-53.1% |
| Participation rate | 55.0% | 83.0%-28.0pp | 81.5%-26.5pp | 80.3%-25.3pp |
| Annual return | 12.53% | 58.04%-45.5pp | 49.32%-36.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $2,894 | $4,426-34.6% | $3,946-26.7% | $4,662-37.9% |
| Participant deferral / active EE | $3,578 | $8,450-57.7% | $8,084-55.7% | $6,690-46.5% |
| Admin fee / account holder | $17,867 | $9,680+84.6% | $7,893+126.4% | $13,400+33.3% |