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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 | $62,428 | $102,595-39.2% | $94,057-33.6% | $154,746-59.7% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 80.7%-22.4pp |
| Annual return | 17.15% | 583.42%-566.3pp | 480.62%-463.5pp | 172.34%-155.2pp |
| Employer contribution / active EE | $898 | $3,147-71.5% | $2,933-69.4% | $4,379-79.5% |
| Participant deferral / active EE | $6,301 | $5,118+23.1% | $4,709+33.8% | $6,730-6.4% |
| Admin fee / account holder | $627 | $7,736-91.9% | $7,244-91.3% | $14,365-95.6% |