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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 | $75,710 | $183,516-58.7% | $155,534-51.3% | $145,884-48.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.08% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,036 | $5,315-80.5% | $4,675-77.8% | $4,662-77.8% |
| Participant deferral / active EE | $7,660 | $6,467+18.5% | $5,630+36.1% | $6,690+14.5% |
| Admin fee / account holder | $1,789 | $19,293-90.7% | $15,900-88.7% | $13,392-86.6% |