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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 | $68,893 | $202,440-66.0% | $169,390-59.3% | $139,466-50.6% |
| Participation rate | 55.6% | 81.1%-25.6pp | 77.2%-21.6pp | 80.3%-24.8pp |
| Annual return | 22.47% | 532.36%-509.9pp | 406.07%-383.6pp | 373.66%-351.2pp |
| Employer contribution / active EE | $1,354 | $4,693-71.1% | $4,013-66.3% | $4,754-71.5% |
| Participant deferral / active EE | $5,868 | $6,940-15.4% | $6,222-5.7% | $6,712-12.6% |
| Admin fee / account holder | $342 | $10,722-96.8% | $9,015-96.2% | $11,409-97.0% |