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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 | $60,141 | $129,737-53.6% | $119,126-49.5% | $154,746-61.1% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 14.05% | 379.08%-365.0pp | 282.11%-268.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,335 | $4,375-69.5% | $4,034-66.9% | $4,379-69.5% |
| Participant deferral / active EE | $3,230 | $5,842-44.7% | $5,318-39.3% | $6,730-52.0% |
| Admin fee / account holder | $364 | $11,961-97.0% | $10,693-96.6% | $14,365-97.5% |