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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 | $62,778 | $125,193-49.9% | $105,591-40.5% | $145,978-57.0% |
| Participation rate | 55.6% | 77.6%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 9.63% | 225.53%-215.9pp | 116.43%-106.8pp | 550.52%-540.9pp |
| Employer contribution / active EE | $1,266 | $3,718-66.0% | $3,166-60.0% | $4,662-72.8% |
| Participant deferral / active EE | $1,991 | $5,708-65.1% | $5,008-60.3% | $6,690-70.2% |
| Admin fee / account holder | $1,276 | $17,277-92.6% | $11,024-88.4% | $13,400-90.5% |