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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 | $70,503 | $183,516-61.6% | $155,534-54.7% | $145,884-51.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.14% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,162 | $5,315-78.1% | $4,675-75.1% | $4,662-75.1% |
| Participant deferral / active EE | $4,282 | $6,467-33.8% | $5,630-24.0% | $6,690-36.0% |
| Admin fee / account holder | $1,246 | $19,293-93.5% | $15,900-92.2% | $13,392-90.7% |