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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 | $140,047 | $289,211-51.6% | $260,467-46.2% | $198,609-29.5% |
| Participation rate | 55.6% | 83.1%-27.5pp | 80.5%-24.9pp | 82.4%-26.8pp |
| Annual return | 14.87% | 112.90%-98.0pp | 100.60%-85.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $969 | $4,663-79.2% | $4,239-77.1% | $5,055-80.8% |
| Participant deferral / active EE | $1,985 | $6,812-70.9% | $6,319-68.6% | $6,977-71.5% |
| Admin fee / account holder | $1,612 | $16,236-90.1% | $15,461-89.6% | $19,030-91.5% |