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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 | $69,579 | $183,592-62.1% | $155,574-55.3% | $145,877-52.3% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 24.40% | 61.37%-37.0pp | 64.87%-40.5pp | 551.28%-526.9pp |
| Employer contribution / active EE | $1,524 | $5,317-71.3% | $4,676-67.4% | $4,663-67.3% |
| Participant deferral / active EE | $2,924 | $6,466-54.8% | $5,629-48.1% | $6,691-56.3% |
| Admin fee / account holder | $1,588 | $19,316-91.8% | $15,914-90.0% | $13,402-88.2% |