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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 | $125,237-42.7% | $105,608-32.0% | $145,877-50.8% |
| Participation rate | 62.5% | 77.7%-15.2pp | 75.3%-12.8pp | 80.3%-17.8pp |
| Annual return | 11.08% | 225.76%-214.7pp | 116.50%-105.4pp | 551.28%-540.2pp |
| Employer contribution / active EE | $765 | $3,720-79.4% | $3,167-75.9% | $4,663-83.6% |
| Participant deferral / active EE | $2,611 | $5,711-54.3% | $5,010-47.9% | $6,691-61.0% |
| Admin fee / account holder | $6,216 | $17,287-64.0% | $11,028-43.6% | $13,402-53.6% |