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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 | $68,064 | $185,830-63.4% | $170,004-60.0% | $139,427-51.2% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 18.63% | 60.52%-41.9pp | 53.39%-34.8pp | 373.27%-354.6pp |
| Employer contribution / active EE | $1,646 | $7,591-78.3% | $6,786-75.7% | $4,752-65.4% |
| Participant deferral / active EE | $5,002 | $11,622-57.0% | $10,408-51.9% | $6,711-25.5% |
| Admin fee / account holder | $11,916 | $15,381-22.5% | $12,816-7.0% | $11,404+4.5% |