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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 | $66,033 | $203,436-67.5% | $152,466-56.7% | $167,518-60.6% |
| Participation rate | 60.9% | 82.3%-21.4pp | 78.2%-17.3pp | 82.1%-21.2pp |
| Annual return | 15.71% | 13.80%+1.9pp | 757.33%-741.6pp | 478.71%-463.0pp |
| Employer contribution / active EE | $3,067 | $5,220-41.2% | $4,327-29.1% | $4,838-36.6% |
| Participant deferral / active EE | $5,740 | $6,716-14.5% | $5,820-1.4% | $6,342-9.5% |
| Admin fee / account holder | $4,836 | $22,506-78.5% | $15,805-69.4% | $12,312-60.7% |