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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 | $90,066 | $166,089-45.8% | $164,928-45.4% | $145,978-38.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 20.03% | 100.26%-80.2pp | 70.08%-50.0pp | 550.52%-530.5pp |
| Employer contribution / active EE | $1,372 | $5,276-74.0% | $4,343-68.4% | $4,662-70.6% |
| Participant deferral / active EE | $2,071 | $6,961-70.3% | $6,034-65.7% | $6,690-69.0% |
| Admin fee / account holder | $832 | $16,641-95.0% | $12,684-93.4% | $13,400-93.8% |