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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 | $63,659 | $183,627-65.3% | $155,602-59.1% | $145,978-56.4% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 10.49% | 61.32%-50.8pp | 64.81%-54.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,845 | $5,316-65.3% | $4,675-60.5% | $4,662-60.4% |
| Participant deferral / active EE | $4,923 | $6,466-23.9% | $5,629-12.5% | $6,690-26.4% |
| Admin fee / account holder | $491 | $19,327-97.5% | $15,923-96.9% | $13,400-96.3% |