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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 | $69,010 | $183,539-62.4% | $155,556-55.6% | $145,897-52.7% |
| Participation rate | 55.0% | 82.7%-27.7pp | 78.2%-23.2pp | 80.3%-25.3pp |
| Annual return | 28.79% | 61.31%-32.5pp | 64.84%-36.0pp | 552.29%-523.5pp |
| Employer contribution / active EE | $1,541 | $5,315-71.0% | $4,675-67.0% | $4,663-66.9% |
| Participant deferral / active EE | $3,114 | $6,467-51.9% | $5,631-44.7% | $6,689-53.5% |
| Admin fee / account holder | $890 | $19,275-95.4% | $15,885-94.4% | $13,390-93.4% |