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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 | $53,678 | $115,814-53.7% | $101,275-47.0% | $158,982-66.2% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 16.15% | 56.16%-40.0pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,432 | $4,176-41.8% | $3,660-33.6% | $4,763-48.9% |
| Participant deferral / active EE | $5,553 | $4,958+12.0% | $4,371+27.1% | $5,983-7.2% |
| Admin fee / account holder | $1,718 | $7,249-76.3% | $5,948-71.1% | $11,252-84.7% |