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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 | $71,237 | $183,592-61.2% | $155,574-54.2% | $145,877-51.2% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 10.13% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,227 | $5,317-76.9% | $4,676-73.8% | $4,663-73.7% |
| Participant deferral / active EE | $3,752 | $6,466-42.0% | $5,629-33.3% | $6,691-43.9% |
| Admin fee / account holder | $5,580 | $19,316-71.1% | $15,914-64.9% | $13,402-58.4% |