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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 | $75,330 | $124,346-39.4% | $111,308-32.3% | $167,536-55.0% |
| Participation rate | 52.4% | 79.6%-27.3pp | 77.3%-24.9pp | 82.1%-29.7pp |
| Annual return | 12.46% | 37.45%-25.0pp | 54.67%-42.2pp | 478.82%-466.4pp |
| Employer contribution / active EE | $772 | $3,437-77.5% | $2,732-71.7% | $4,839-84.0% |
| Participant deferral / active EE | $2,022 | $5,182-61.0% | $4,487-54.9% | $6,342-68.1% |
| Admin fee / account holder | $3,903 | $10,621-63.3% | $7,965-51.0% | $12,315-68.3% |