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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 | $60,827 | $185,883-67.3% | $170,043-64.2% | $139,466-56.4% |
| Participation rate | 68.8% | 87.8%-19.0pp | 87.0%-18.3pp | 80.3%-11.6pp |
| Annual return | 20.35% | 60.54%-40.2pp | 53.40%-33.1pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,939 | $7,596-74.5% | $6,790-71.4% | $4,754-59.2% |
| Participant deferral / active EE | $5,241 | $11,626-54.9% | $10,410-49.7% | $6,712-21.9% |
| Admin fee / account holder | $2,158 | $15,393-86.0% | $12,824-83.2% | $11,409-81.1% |