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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 | $55,777 | $112,935-50.6% | $90,970-38.7% | $158,966-64.9% |
| Participation rate | 60.9% | 74.7%-13.9pp | 69.0%-8.1pp | 82.0%-21.1pp |
| Annual return | 8.39% | 215.79%-207.4pp | 134.58%-126.2pp | 302.95%-294.6pp |
| Employer contribution / active EE | $597 | $2,895-79.4% | $2,122-71.9% | $4,762-87.5% |
| Participant deferral / active EE | $1,775 | $4,129-57.0% | $3,373-47.4% | $5,983-70.3% |
| Admin fee / account holder | $434 | $8,045-94.6% | $5,960-92.7% | $11,250-96.1% |