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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 | $60,246 | $102,595-41.3% | $94,057-35.9% | $154,746-61.1% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | 16.13% | 583.42%-567.3pp | 480.62%-464.5pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,970 | $3,147-37.4% | $2,933-32.8% | $4,379-55.0% |
| Participant deferral / active EE | $6,268 | $5,118+22.5% | $4,709+33.1% | $6,730-6.9% |
| Admin fee / account holder | $2,702 | $7,736-65.1% | $7,244-62.7% | $14,365-81.2% |