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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 | $75,635 | $148,629-49.1% | $135,982-44.4% | $139,487-45.8% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 16.91% | 79.33%-62.4pp | 68.32%-51.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $2,296 | $5,247-56.2% | $4,859-52.8% | $4,755-51.7% |
| Participant deferral / active EE | $7,005 | $8,102-13.5% | $7,760-9.7% | $6,713+4.4% |
| Admin fee / account holder | $353 | $12,406-97.2% | $10,767-96.7% | $11,407-96.9% |