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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 | $68,546 | $175,259-60.9% | $149,723-54.2% | $139,487-50.9% |
| Participation rate | 63.2% | 83.4%-20.2pp | 78.8%-15.6pp | 80.3%-17.2pp |
| Annual return | 22.12% | 166.82%-144.7pp | 134.50%-112.4pp | 373.84%-351.7pp |
| Employer contribution / active EE | $1,513 | $5,478-72.4% | $4,821-68.6% | $4,755-68.2% |
| Participant deferral / active EE | $4,572 | $6,522-29.9% | $5,682-19.5% | $6,713-31.9% |
| Admin fee / account holder | $3,754 | $16,158-76.8% | $13,215-71.6% | $11,407-67.1% |