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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 | $67,810 | $225,673-70.0% | $203,872-66.7% | $155,188-56.3% |
| Participation rate | 43.5% | 80.3%-36.8pp | 77.8%-34.3pp | 80.8%-37.3pp |
| Annual return | 17.59% | 95.91%-78.3pp | 85.11%-67.5pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,126 | $4,099-72.5% | $3,757-70.0% | $4,248-73.5% |
| Participant deferral / active EE | $2,446 | $6,893-64.5% | $6,388-61.7% | $6,531-62.5% |
| Admin fee / account holder | $1,904 | $12,327-84.6% | $11,730-83.8% | $14,480-86.9% |