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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 | $60,033 | $89,364-32.8% | $141,177-57.5% | $72,983-17.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 19.92% | 111.86%-91.9pp | 71.40%-51.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,043 | $3,115-66.5% | $4,736-78.0% | $2,440-57.2% |
| Participant deferral / active EE | $4,740 | $5,419-12.5% | $6,710-29.4% | $3,608+31.4% |
| Admin fee / account holder | $9,493 | $5,959+59.3% | $10,263-7.5% | $5,124+85.3% |