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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 | $47,649 | $109,372-56.4% | $89,414-46.7% | $158,966-70.0% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | 11.67% | 345.55%-333.9pp | 245.50%-233.8pp | 302.95%-291.3pp |
| Employer contribution / active EE | $1,631 | $3,171-48.6% | $2,586-37.0% | $4,762-65.8% |
| Participant deferral / active EE | $6,103 | $4,598+32.7% | $3,890+56.9% | $5,983+2.0% |
| Admin fee / account holder | $10,312 | $6,156+67.5% | $4,883+111.2% | $11,250-8.3% |