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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 | $111,535-46.1% | $105,223-42.8% | $137,256-56.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 14.05% | 237.85%-223.8pp | 180.65%-166.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,335 | $3,939-66.1% | $3,689-63.8% | $4,156-67.9% |
| Participant deferral / active EE | $3,230 | $5,500-41.3% | $5,072-36.3% | $6,407-49.6% |
| Admin fee / account holder | $364 | $9,721-96.3% | $8,859-95.9% | $12,270-97.0% |