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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 | $58,705 | $148,629-60.5% | $135,982-56.8% | $139,487-57.9% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 15.15% | 79.33%-64.2pp | 68.32%-53.2pp | 373.84%-358.7pp |
| Employer contribution / active EE | $4,582 | $5,247-12.7% | $4,859-5.7% | $4,755-3.6% |
| Participant deferral / active EE | $6,685 | $8,102-17.5% | $7,760-13.9% | $6,713-0.4% |
| Admin fee / account holder | $1,071 | $12,406-91.4% | $10,767-90.1% | $11,407-90.6% |