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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 | $62,565 | $81,208-23.0% | $98,920-36.8% | $79,856-21.7% |
| Participation rate | 66.2% | 72.5%-6.3pp | 76.0%-9.9pp | 69.6%-3.5pp |
| Annual return | 19.69% | 60.99%-41.3pp | 196.47%-176.8pp | 31.71%-12.0pp |
| Employer contribution / active EE | $605 | $1,960-69.1% | $2,689-77.5% | $2,471-75.5% |
| Participant deferral / active EE | $1,853 | $3,265-43.3% | $4,245-56.4% | $3,741-50.5% |
| Admin fee / account holder | $3,704 | $6,013-38.4% | $6,643-44.2% | $5,306-30.2% |