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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 | $61,385 | $102,595-40.2% | $94,057-34.7% | $154,746-60.3% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 80.7%-22.4pp |
| Annual return | 13.19% | 583.42%-570.2pp | 480.62%-467.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $802 | $3,147-74.5% | $2,933-72.7% | $4,379-81.7% |
| Participant deferral / active EE | $4,777 | $5,118-6.7% | $4,709+1.4% | $6,730-29.0% |
| Admin fee / account holder | $6,886 | $7,736-11.0% | $7,244-4.9% | $14,365-52.1% |