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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 | $65,110 | $148,629-56.2% | $135,982-52.1% | $139,487-53.3% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 18.15% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $1,492 | $5,247-71.6% | $4,859-69.3% | $4,755-68.6% |
| Participant deferral / active EE | $5,040 | $8,102-37.8% | $7,760-35.1% | $6,713-24.9% |
| Admin fee / account holder | $6,360 | $12,406-48.7% | $10,767-40.9% | $11,407-44.2% |