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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 | $108,942-44.3% | $100,415-39.6% | $145,897-58.4% |
| Participation rate | 59.1% | 83.0%-23.9pp | 81.5%-22.4pp | 80.3%-21.2pp |
| Annual return | 14.54% | 58.27%-43.7pp | 49.47%-34.9pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,618 | $4,422-63.4% | $3,943-59.0% | $4,663-65.3% |
| Participant deferral / active EE | $2,884 | $8,461-65.9% | $8,091-64.4% | $6,689-56.9% |
| Admin fee / account holder | $11,819 | $9,702+21.8% | $7,906+49.5% | $13,390-11.7% |