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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 | $58,628 | $100,073-41.4% | $85,126-31.1% | $145,877-59.8% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 12.43% | 84.11%-71.7pp | 66.63%-54.2pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,285 | $3,236-60.3% | $2,731-53.0% | $4,663-72.5% |
| Participant deferral / active EE | $3,279 | $5,294-38.1% | $4,523-27.5% | $6,691-51.0% |
| Admin fee / account holder | $1,844 | $7,261-74.6% | $6,160-70.1% | $13,402-86.2% |