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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 | $57,041 | $227,541-74.9% | $189,544-69.9% | $167,497-65.9% |
| Participation rate | 57.9% | 82.5%-24.6pp | 78.4%-20.5pp | 82.1%-24.2pp |
| Annual return | 10.82% | 78.42%-67.6pp | 64.18%-53.4pp | 478.62%-467.8pp |
| Employer contribution / active EE | $948 | $5,314-82.2% | $4,411-78.5% | $4,838-80.4% |
| Participant deferral / active EE | $2,386 | $7,002-65.9% | $6,174-61.4% | $6,341-62.4% |
| Admin fee / account holder | $1,546 | $11,879-87.0% | $9,808-84.2% | $12,310-87.4% |