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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 | $57,824 | $148,623-61.1% | $135,974-57.5% | $139,466-58.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 16.70% | 79.30%-62.6pp | 68.30%-51.6pp | 373.66%-357.0pp |
| Employer contribution / active EE | $1,318 | $5,246-74.9% | $4,859-72.9% | $4,754-72.3% |
| Participant deferral / active EE | $2,856 | $8,103-64.8% | $7,760-63.2% | $6,712-57.5% |
| Admin fee / account holder | $316 | $12,406-97.5% | $10,767-97.1% | $11,409-97.2% |