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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 | $88,792 | $183,516-51.6% | $155,534-42.9% | $145,884-39.1% |
| Participation rate | 69.6% | 82.7%-13.1pp | 78.2%-8.7pp | 80.3%-10.7pp |
| Annual return | 15.23% | 61.43%-46.2pp | 64.92%-49.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $1,729 | $5,315-67.5% | $4,675-63.0% | $4,662-62.9% |
| Participant deferral / active EE | $4,069 | $6,467-37.1% | $5,630-27.7% | $6,690-39.2% |
| Admin fee / account holder | $481 | $19,293-97.5% | $15,900-97.0% | $13,392-96.4% |