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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 | $60,107 | $115,810-48.1% | $101,271-40.6% | $158,966-62.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 15.04% | 56.15%-41.1pp | 46.48%-31.4pp | 302.95%-287.9pp |
| Employer contribution / active EE | $2,771 | $4,175-33.6% | $3,660-24.3% | $4,762-41.8% |
| Participant deferral / active EE | $4,010 | $4,958-19.1% | $4,371-8.3% | $5,983-33.0% |
| Admin fee / account holder | $360 | $7,248-95.0% | $5,948-93.9% | $11,250-96.8% |