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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 | $58,679 | $148,623-60.5% | $135,974-56.8% | $139,466-57.9% |
| Participation rate | 52.6% | 83.9%-31.2pp | 81.9%-29.3pp | 80.3%-27.7pp |
| Annual return | 13.55% | 79.30%-65.7pp | 68.30%-54.8pp | 373.66%-360.1pp |
| Employer contribution / active EE | $1,431 | $5,246-72.7% | $4,859-70.5% | $4,754-69.9% |
| Participant deferral / active EE | $4,364 | $8,103-46.1% | $7,760-43.8% | $6,712-35.0% |
| Admin fee / account holder | $1,636 | $12,406-86.8% | $10,767-84.8% | $11,409-85.7% |