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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 | $71,850 | $166,131-56.8% | $164,975-56.4% | $145,877-50.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 12.13% | 100.37%-88.2pp | 70.12%-58.0pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,304 | $5,276-75.3% | $4,343-70.0% | $4,663-72.0% |
| Participant deferral / active EE | $2,554 | $6,962-63.3% | $6,033-57.7% | $6,691-61.8% |
| Admin fee / account holder | $1,749 | $16,648-89.5% | $12,688-86.2% | $13,402-86.9% |