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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 | $60,305 | $102,422-41.1% | $147,117-59.0% | $80,959-25.5% |
| Participation rate | 53.3% | 75.9%-22.5pp | 82.2%-28.9pp | 67.7%-14.3pp |
| Annual return | 15.36% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,168 | $3,717-41.7% | $4,932-56.0% | $2,757-21.4% |
| Participant deferral / active EE | $4,275 | $6,652-35.7% | $8,065-47.0% | $4,300-0.6% |
| Admin fee / account holder | $4,047 | $7,953-49.1% | $12,993-68.9% | $6,925-41.6% |