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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 | $60,983 | $90,530-32.6% | $76,030-19.8% | $145,897-58.2% |
| Participation rate | 68.8% | 74.4%-5.7pp | 69.1%-0.3pp | 80.3%-11.6pp |
| Annual return | 9.79% | 625.08%-615.3pp | 361.54%-351.7pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,023 | $3,319-69.2% | $2,688-61.9% | $4,663-78.1% |
| Participant deferral / active EE | $3,608 | $5,164-30.1% | $4,257-15.2% | $6,689-46.1% |
| Admin fee / account holder | $965 | $8,383-88.5% | $6,421-85.0% | $13,390-92.8% |