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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 | $68,223 | $106,918-36.2% | $84,021-18.8% | $152,897-55.4% |
| Participation rate | 68.8% | 75.2%-6.5pp | 69.0%-0.3pp | 82.5%-13.7pp |
| Annual return | 19.66% | 105.01%-85.3pp | 71.32%-51.7pp | 345.43%-325.8pp |
| Employer contribution / active EE | $1,168 | $2,735-57.3% | $1,984-41.1% | $4,764-75.5% |
| Participant deferral / active EE | $2,203 | $4,012-45.1% | $3,239-32.0% | $5,851-62.4% |
| Admin fee / account holder | $653 | $8,288-92.1% | $6,102-89.3% | $11,599-94.4% |