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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 | $185,905-63.4% | $170,057-60.0% | $139,487-51.2% |
| Participation rate | 37.5% | 87.8%-50.3pp | 87.0%-49.5pp | 80.3%-42.8pp |
| Annual return | 18.63% | 60.56%-41.9pp | 53.42%-34.8pp | 373.84%-355.2pp |
| Employer contribution / active EE | $1,646 | $7,597-78.3% | $6,790-75.8% | $4,755-65.4% |
| Participant deferral / active EE | $5,002 | $11,627-57.0% | $10,411-51.9% | $6,713-25.5% |
| Admin fee / account holder | $11,916 | $15,397-22.6% | $12,826-7.1% | $11,407+4.5% |