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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 | $79,289 | $148,582-46.6% | $135,942-41.7% | $139,456-43.1% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 19.23% | 79.26%-60.0pp | 68.28%-49.0pp | 373.45%-354.2pp |
| Employer contribution / active EE | $1,983 | $5,245-62.2% | $4,858-59.2% | $4,753-58.3% |
| Participant deferral / active EE | $4,023 | $8,101-50.3% | $7,759-48.2% | $6,711-40.1% |
| Admin fee / account holder | $1,534 | $12,402-87.6% | $10,764-85.8% | $11,407-86.6% |