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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 | $69,023 | $148,623-53.6% | $135,974-49.2% | $139,466-50.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 15.99% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,608 | $5,246-69.4% | $4,859-66.9% | $4,754-66.2% |
| Participant deferral / active EE | $4,131 | $8,103-49.0% | $7,760-46.8% | $6,712-38.4% |
| Admin fee / account holder | $5,540 | $12,406-55.3% | $10,767-48.5% | $11,409-51.4% |