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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 | $71,543 | $99,053-27.8% | $88,179-18.9% | $138,895-48.5% |
| Participation rate | 28.6% | 74.2%-45.7pp | 69.1%-40.6pp | 79.9%-51.3pp |
| Annual return | 14.75% | 78.17%-63.4pp | 64.97%-50.2pp | 145.39%-130.6pp |
| Employer contribution / active EE | $626 | $2,882-78.3% | $2,549-75.4% | $4,194-85.1% |
| Participant deferral / active EE | $5,115 | $5,225-2.1% | $4,614+10.9% | $6,396-20.0% |
| Admin fee / account holder | $10,625 | $8,748+21.4% | $7,673+38.5% | $12,562-15.4% |