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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 | $67,690 | $100,139-32.4% | $85,187-20.5% | $145,884-53.6% |
| Participation rate | 53.3% | 74.1%-20.8pp | 67.5%-14.2pp | 80.3%-27.0pp |
| Annual return | 9.77% | 84.15%-74.4pp | 66.67%-56.9pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,232 | $3,238-62.0% | $2,732-54.9% | $4,662-73.6% |
| Participant deferral / active EE | $3,946 | $5,296-25.5% | $4,525-12.8% | $6,690-41.0% |
| Admin fee / account holder | $932 | $7,262-87.2% | $6,162-84.9% | $13,392-93.0% |