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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 | $66,566 | $183,539-63.7% | $155,556-57.2% | $145,897-54.4% |
| Participation rate | 55.0% | 82.7%-27.7pp | 78.2%-23.2pp | 80.3%-25.3pp |
| Annual return | 24.01% | 61.31%-37.3pp | 64.84%-40.8pp | 552.29%-528.3pp |
| Employer contribution / active EE | $2,238 | $5,315-57.9% | $4,675-52.1% | $4,663-52.0% |
| Participant deferral / active EE | $3,772 | $6,467-41.7% | $5,631-33.0% | $6,689-43.6% |
| Admin fee / account holder | $1,013 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |