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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 | $60,155 | $183,627-67.2% | $155,602-61.3% | $145,978-58.8% |
| Participation rate | 68.4% | 82.7%-14.3pp | 78.2%-9.8pp | 80.3%-11.9pp |
| Annual return | 12.11% | 61.32%-49.2pp | 64.81%-52.7pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,321 | $5,316-75.1% | $4,675-71.7% | $4,662-71.7% |
| Participant deferral / active EE | $2,870 | $6,466-55.6% | $5,629-49.0% | $6,690-57.1% |
| Admin fee / account holder | $1,233 | $19,327-93.6% | $15,923-92.3% | $13,400-90.8% |