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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 | $74,287 | $227,633-67.4% | $189,597-60.8% | $167,553-55.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 12.73% | 78.45%-65.7pp | 64.20%-51.5pp | 478.89%-466.2pp |
| Employer contribution / active EE | $804 | $5,317-84.9% | $4,412-81.8% | $4,840-83.4% |
| Participant deferral / active EE | $3,889 | $7,003-44.5% | $6,174-37.0% | $6,343-38.7% |
| Admin fee / account holder | $701 | $11,879-94.1% | $9,807-92.9% | $12,316-94.3% |