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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 | $55,757 | $148,623-62.5% | $135,974-59.0% | $139,466-60.0% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 20.43% | 79.30%-58.9pp | 68.30%-47.9pp | 373.66%-353.2pp |
| Employer contribution / active EE | $1,908 | $5,246-63.6% | $4,859-60.7% | $4,754-59.9% |
| Participant deferral / active EE | $7,168 | $8,103-11.5% | $7,760-7.6% | $6,712+6.8% |
| Admin fee / account holder | $2,814 | $12,406-77.3% | $10,767-73.9% | $11,409-75.3% |