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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 | $59,231 | $148,629-60.1% | $135,982-56.4% | $139,487-57.5% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 23.26% | 79.33%-56.1pp | 68.32%-45.1pp | 373.84%-350.6pp |
| Employer contribution / active EE | $1,665 | $5,247-68.3% | $4,859-65.7% | $4,755-65.0% |
| Participant deferral / active EE | $6,147 | $8,102-24.1% | $7,760-20.8% | $6,713-8.4% |
| Admin fee / account holder | $342 | $12,406-97.2% | $10,767-96.8% | $11,407-97.0% |