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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 | $64,584 | $183,592-64.8% | $155,574-58.5% | $145,877-55.7% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 12.64% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $1,798 | $5,317-66.2% | $4,676-61.5% | $4,663-61.4% |
| Participant deferral / active EE | $4,051 | $6,466-37.4% | $5,629-28.0% | $6,691-39.5% |
| Admin fee / account holder | $1,529 | $19,316-92.1% | $15,914-90.4% | $13,402-88.6% |