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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 | $60,349 | $183,592-67.1% | $155,574-61.2% | $145,877-58.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 51.74% | 61.37%-9.6pp | 64.87%-13.1pp | 551.28%-499.5pp |
| Employer contribution / active EE | $2,708 | $5,317-49.1% | $4,676-42.1% | $4,663-41.9% |
| Participant deferral / active EE | $4,885 | $6,466-24.5% | $5,629-13.2% | $6,691-27.0% |
| Admin fee / account holder | $8,684 | $19,316-55.0% | $15,914-45.4% | $13,402-35.2% |