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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 | $66,112 | $183,592-64.0% | $155,574-57.5% | $145,877-54.7% |
| Participation rate | 27.3% | 82.7%-55.4pp | 78.2%-50.9pp | 80.3%-53.0pp |
| Annual return | 12.00% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,446 | $5,317-72.8% | $4,676-69.1% | $4,663-69.0% |
| Participant deferral / active EE | $4,518 | $6,466-30.1% | $5,629-19.7% | $6,691-32.5% |
| Admin fee / account holder | $5,233 | $19,316-72.9% | $15,914-67.1% | $13,402-61.0% |