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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 | $69,551 | $123,982-43.9% | $69,701-0.2% | $145,959-52.3% |
| Participation rate | 41.2% | 69.2%-28.0pp | 66.4%-25.3pp | 80.3%-39.1pp |
| Annual return | 13.72% | 191.01%-177.3pp | 100.32%-86.6pp | 561.95%-548.2pp |
| Employer contribution / active EE | $1,548 | $2,681-42.3% | $1,713-9.7% | $4,661-66.8% |
| Participant deferral / active EE | $5,279 | $4,236+24.6% | $2,887+82.9% | $6,689-21.1% |
| Admin fee / account holder | $11,266 | $7,867+43.2% | $4,717+138.9% | $13,398-15.9% |