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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 | $71,772 | $125,190-42.7% | $105,624-32.0% | $145,897-50.8% |
| Participation rate | 62.5% | 77.6%-15.1pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 11.08% | 225.22%-214.1pp | 116.20%-105.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $765 | $3,720-79.4% | $3,168-75.9% | $4,663-83.6% |
| Participant deferral / active EE | $2,611 | $5,716-54.3% | $5,013-47.9% | $6,689-61.0% |
| Admin fee / account holder | $6,216 | $17,138-63.7% | $10,961-43.3% | $13,390-53.6% |