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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 | $60,669 | $108,897-44.3% | $100,378-39.6% | $145,877-58.4% |
| Participation rate | 59.1% | 83.0%-23.9pp | 81.5%-22.4pp | 80.3%-21.2pp |
| Annual return | 14.54% | 58.17%-43.6pp | 49.41%-34.9pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,618 | $4,420-63.4% | $3,942-59.0% | $4,663-65.3% |
| Participant deferral / active EE | $2,884 | $8,455-65.9% | $8,087-64.3% | $6,691-56.9% |
| Admin fee / account holder | $11,819 | $9,690+22.0% | $7,899+49.6% | $13,402-11.8% |