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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 | $65,732 | $103,038-36.2% | $90,324-27.2% | $152,909-57.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | 23.81% | 95.25%-71.4pp | 78.15%-54.3pp | 345.46%-321.7pp |
| Employer contribution / active EE | $1,909 | $3,141-39.2% | $2,856-33.2% | $4,764-59.9% |
| Participant deferral / active EE | $3,710 | $4,282-13.4% | $3,885-4.5% | $5,851-36.6% |
| Admin fee / account holder | $600 | $6,177-90.3% | $5,356-88.8% | $11,601-94.8% |