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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 | $45,370 | $183,539-75.3% | $155,556-70.8% | $145,897-68.9% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 12.09% | 61.31%-49.2pp | 64.84%-52.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,350 | $5,315-74.6% | $4,675-71.1% | $4,663-71.0% |
| Participant deferral / active EE | $4,066 | $6,467-37.1% | $5,631-27.8% | $6,689-39.2% |
| Admin fee / account holder | $1,553 | $19,275-91.9% | $15,885-90.2% | $13,390-88.4% |