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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 | $62,207 | $165,361-62.4% | $149,715-58.4% | $158,950-60.9% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 8.15% | 348.24%-340.1pp | 276.66%-268.5pp | 302.91%-294.8pp |
| Employer contribution / active EE | $1,031 | $5,103-79.8% | $4,645-77.8% | $4,762-78.3% |
| Participant deferral / active EE | $5,060 | $7,182-29.5% | $6,842-26.1% | $5,983-15.4% |
| Admin fee / account holder | $11,092 | $10,808+2.6% | $9,310+19.1% | $11,248-1.4% |