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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 | $52,758 | $109,904-52.0% | $97,167-45.7% | $145,959-63.9% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 10.58% | 243.43%-232.9pp | 75.27%-64.7pp | 561.95%-551.4pp |
| Employer contribution / active EE | $964 | $3,084-68.8% | $2,729-64.7% | $4,661-79.3% |
| Participant deferral / active EE | $4,089 | $4,676-12.5% | $4,264-4.1% | $6,689-38.9% |
| Admin fee / account holder | $508 | $6,216-91.8% | $5,650-91.0% | $13,398-96.2% |