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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 | $58,702 | $212,386-72.4% | $199,883-70.6% | $138,895-57.7% |
| Participation rate | 63.6% | 87.4%-23.7pp | 86.8%-23.1pp | 79.9%-16.3pp |
| Annual return | 14.93% | 47.75%-32.8pp | 43.81%-28.9pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,683 | $6,625-74.6% | $6,261-73.1% | $4,194-59.9% |
| Participant deferral / active EE | $6,180 | $9,617-35.7% | $9,138-32.4% | $6,396-3.4% |
| Admin fee / account holder | $1,716 | $18,233-90.6% | $17,268-90.1% | $12,562-86.3% |