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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 | $62,459 | $144,130-56.7% | $117,861-47.0% | $147,586-57.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 19.19% | 531.20%-512.0pp | 335.11%-315.9pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,530 | $4,897-68.8% | $3,786-59.6% | $4,876-68.6% |
| Participant deferral / active EE | $1,707 | $5,316-67.9% | $4,482-61.9% | $5,439-68.6% |
| Admin fee / account holder | $439 | $10,887-96.0% | $8,021-94.5% | $10,886-96.0% |