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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 | $70,596 | $134,817-47.6% | $123,973-43.1% | $155,188-54.5% |
| Participation rate | 61.9% | 79.4%-17.5pp | 76.7%-14.8pp | 80.8%-18.9pp |
| Annual return | 13.72% | 515.49%-501.8pp | 388.13%-374.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,101 | $4,425-75.1% | $4,126-73.3% | $4,248-74.1% |
| Participant deferral / active EE | $2,957 | $5,706-48.2% | $5,247-43.6% | $6,531-54.7% |
| Admin fee / account holder | $537 | $13,245-95.9% | $11,799-95.4% | $14,480-96.3% |