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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 | $71,815 | $183,592-60.9% | $155,574-53.8% | $145,877-50.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.36% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,752 | $5,317-67.0% | $4,676-62.5% | $4,663-62.4% |
| Participant deferral / active EE | $5,130 | $6,466-20.7% | $5,629-8.9% | $6,691-23.3% |
| Admin fee / account holder | $2,793 | $19,316-85.5% | $15,914-82.5% | $13,402-79.2% |