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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 | $60,588 | $166,131-63.5% | $164,975-63.3% | $145,877-58.5% |
| Participation rate | 30.8% | 82.0%-51.2pp | 78.6%-47.8pp | 80.3%-49.5pp |
| Annual return | 12.46% | 100.37%-87.9pp | 70.12%-57.7pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,204 | $5,276-77.2% | $4,343-72.3% | $4,663-74.2% |
| Participant deferral / active EE | $2,264 | $6,962-67.5% | $6,033-62.5% | $6,691-66.2% |
| Admin fee / account holder | $567 | $16,648-96.6% | $12,688-95.5% | $13,402-95.8% |