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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 | $74,649 | $183,539-59.3% | $155,556-52.0% | $145,897-48.8% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 9.77% | 61.31%-51.5pp | 64.84%-55.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,562 | $5,315-70.6% | $4,675-66.6% | $4,663-66.5% |
| Participant deferral / active EE | $1,924 | $6,467-70.3% | $5,631-65.8% | $6,689-71.2% |
| Admin fee / account holder | $5,559 | $19,275-71.2% | $15,885-65.0% | $13,390-58.5% |