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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 | $63,378 | $108,897-41.8% | $100,378-36.9% | $145,877-56.6% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 16.08% | 58.17%-42.1pp | 49.41%-33.3pp | 551.28%-535.2pp |
| Employer contribution / active EE | $1,291 | $4,420-70.8% | $3,942-67.3% | $4,663-72.3% |
| Participant deferral / active EE | $4,198 | $8,455-50.3% | $8,087-48.1% | $6,691-37.3% |
| Admin fee / account holder | $1,827 | $9,690-81.1% | $7,899-76.9% | $13,402-86.4% |