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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 | $58,280 | $102,595-43.2% | $94,057-38.0% | $154,746-62.3% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 15.77% | 583.42%-567.6pp | 480.62%-464.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,308 | $3,147-58.4% | $2,933-55.4% | $4,379-70.1% |
| Participant deferral / active EE | $4,045 | $5,118-21.0% | $4,709-14.1% | $6,730-39.9% |
| Admin fee / account holder | $9,573 | $7,736+23.7% | $7,244+32.1% | $14,365-33.4% |