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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 | $183,592-59.3% | $155,574-52.0% | $145,877-48.8% |
| Participation rate | 58.8% | 82.7%-23.9pp | 78.2%-19.4pp | 80.3%-21.5pp |
| Annual return | 9.77% | 61.37%-51.6pp | 64.87%-55.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $1,562 | $5,317-70.6% | $4,676-66.6% | $4,663-66.5% |
| Participant deferral / active EE | $1,924 | $6,466-70.2% | $5,629-65.8% | $6,691-71.2% |
| Admin fee / account holder | $5,559 | $19,316-71.2% | $15,914-65.1% | $13,402-58.5% |