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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 | $62,495 | $108,911-42.6% | $100,392-37.7% | $145,884-57.2% |
| Participation rate | 63.6% | 83.0%-19.3pp | 81.5%-17.9pp | 80.3%-16.7pp |
| Annual return | 18.14% | 58.23%-40.1pp | 49.45%-31.3pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,353 | $4,420-46.8% | $3,941-40.3% | $4,662-49.5% |
| Participant deferral / active EE | $6,531 | $8,459-22.8% | $8,090-19.3% | $6,690-2.4% |
| Admin fee / account holder | $4,410 | $9,698-54.5% | $7,904-44.2% | $13,392-67.1% |