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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 | $68,955 | $138,072-50.1% | $123,549-44.2% | $135,382-49.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 5.37% | 153.69%-148.3pp | 119.20%-113.8pp | 519.77%-514.4pp |
| Employer contribution / active EE | $1,624 | $5,152-68.5% | $4,628-64.9% | $4,779-66.0% |
| Participant deferral / active EE | $5,191 | $6,799-23.7% | $6,426-19.2% | $5,609-7.5% |
| Admin fee / account holder | $688 | $10,917-93.7% | $9,284-92.6% | $10,829-93.6% |