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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 | $72,293 | $148,629-51.4% | $135,982-46.8% | $139,487-48.2% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 15.07% | 79.33%-64.3pp | 68.32%-53.3pp | 373.84%-358.8pp |
| Employer contribution / active EE | $2,334 | $5,247-55.5% | $4,859-52.0% | $4,755-50.9% |
| Participant deferral / active EE | $5,440 | $8,102-32.9% | $7,760-29.9% | $6,713-19.0% |
| Admin fee / account holder | $682 | $12,406-94.5% | $10,767-93.7% | $11,407-94.0% |