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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 | $57,553 | $115,814-50.3% | $101,275-43.2% | $158,982-63.8% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 10.50% | 56.16%-45.7pp | 46.48%-36.0pp | 302.99%-292.5pp |
| Employer contribution / active EE | $1,067 | $4,176-74.5% | $3,660-70.9% | $4,763-77.6% |
| Participant deferral / active EE | $1,887 | $4,958-61.9% | $4,371-56.8% | $5,983-68.5% |
| Admin fee / account holder | $7,237 | $7,249-0.2% | $5,948+21.7% | $11,252-35.7% |