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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 | $59,560 | $125,184-52.4% | $105,607-43.6% | $145,884-59.2% |
| Participation rate | 54.5% | 77.6%-23.1pp | 75.3%-20.7pp | 80.3%-25.8pp |
| Annual return | 25.98% | 225.00%-199.0pp | 116.11%-90.1pp | 551.85%-525.9pp |
| Employer contribution / active EE | $1,937 | $3,720-47.9% | $3,167-38.8% | $4,662-58.4% |
| Participant deferral / active EE | $7,467 | $5,714+30.7% | $5,011+49.0% | $6,690+11.6% |
| Admin fee / account holder | $3,987 | $17,133-76.7% | $10,958-63.6% | $13,392-70.2% |