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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 | $63,813 | $148,629-57.1% | $135,982-53.1% | $139,487-54.3% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 12.12% | 79.33%-67.2pp | 68.32%-56.2pp | 373.84%-361.7pp |
| Employer contribution / active EE | $1,689 | $5,247-67.8% | $4,859-65.2% | $4,755-64.5% |
| Participant deferral / active EE | $4,046 | $8,102-50.1% | $7,760-47.9% | $6,713-39.7% |
| Admin fee / account holder | $10,467 | $12,406-15.6% | $10,767-2.8% | $11,407-8.2% |