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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 | $59,665 | $148,582-59.8% | $135,942-56.1% | $139,456-57.2% |
| Participation rate | 61.1% | 83.9%-22.7pp | 81.9%-20.8pp | 80.3%-19.2pp |
| Annual return | 23.40% | 79.26%-55.9pp | 68.28%-44.9pp | 373.45%-350.0pp |
| Employer contribution / active EE | $2,990 | $5,245-43.0% | $4,858-38.5% | $4,753-37.1% |
| Participant deferral / active EE | $5,084 | $8,101-37.2% | $7,759-34.5% | $6,711-24.2% |
| Admin fee / account holder | $520 | $12,402-95.8% | $10,764-95.2% | $11,407-95.4% |