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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 | $63,053 | $134,817-53.2% | $123,973-49.1% | $155,188-59.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 18.07% | 515.49%-497.4pp | 388.13%-370.1pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,662 | $4,425-62.4% | $4,126-59.7% | $4,248-60.9% |
| Participant deferral / active EE | $2,184 | $5,706-61.7% | $5,247-58.4% | $6,531-66.6% |
| Admin fee / account holder | $968 | $13,245-92.7% | $11,799-91.8% | $14,480-93.3% |