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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 | $57,976 | $100,895-42.5% | $90,430-35.9% | $158,950-63.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 13.06% | 1725.54%-1712.5pp | 1293.73%-1280.7pp | 302.91%-289.9pp |
| Employer contribution / active EE | $2,062 | $3,689-44.1% | $3,262-36.8% | $4,762-56.7% |
| Participant deferral / active EE | $5,503 | $4,347+26.6% | $3,963+38.9% | $5,983-8.0% |
| Admin fee / account holder | $8,879 | $6,505+36.5% | $5,613+58.2% | $11,248-21.1% |