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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 | $67,934 | $108,942-37.6% | $100,415-32.3% | $145,897-53.4% |
| Participation rate | 63.6% | 83.0%-19.3pp | 81.5%-17.9pp | 80.3%-16.7pp |
| Annual return | 15.06% | 58.27%-43.2pp | 49.47%-34.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $836 | $4,422-81.1% | $3,943-78.8% | $4,663-82.1% |
| Participant deferral / active EE | $5,544 | $8,461-34.5% | $8,091-31.5% | $6,689-17.1% |
| Admin fee / account holder | $3,551 | $9,702-63.4% | $7,906-55.1% | $13,390-73.5% |