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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 | $57,346 | $108,911-47.3% | $100,392-42.9% | $145,884-60.7% |
| Participation rate | 18.2% | 83.0%-64.8pp | 81.5%-63.3pp | 80.3%-62.1pp |
| Annual return | 11.04% | 58.23%-47.2pp | 49.45%-38.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $1,153 | $4,420-73.9% | $3,941-70.7% | $4,662-75.3% |
| Participant deferral / active EE | $5,962 | $8,459-29.5% | $8,090-26.3% | $6,690-10.9% |
| Admin fee / account holder | $2,386 | $9,698-75.4% | $7,904-69.8% | $13,392-82.2% |