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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 | $69,651 | $132,634-47.5% | $115,768-39.8% | $137,256-49.3% |
| Participation rate | 64.7% | 77.9%-13.2pp | 74.4%-9.7pp | 80.0%-15.3pp |
| Annual return | 13.16% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,504 | $3,360-55.2% | $2,940-48.9% | $4,156-63.8% |
| Participant deferral / active EE | $2,235 | $5,619-60.2% | $4,917-54.5% | $6,407-65.1% |
| Admin fee / account holder | $1,633 | $15,028-89.1% | $12,439-86.9% | $12,270-86.7% |