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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 | $72,071-13.4% | $68,368-8.7% | $137,256-54.5% |
| Participation rate | 58.3% | 76.2%-17.9pp | 73.8%-15.4pp | 80.0%-21.6pp |
| Annual return | 17.15% | 353.14%-336.0pp | 292.57%-275.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $898 | $2,788-67.8% | $2,649-66.1% | $4,156-78.4% |
| Participant deferral / active EE | $6,301 | $4,410+42.9% | $4,123+52.8% | $6,407-1.6% |
| Admin fee / account holder | $627 | $5,336-88.2% | $5,150-87.8% | $12,270-94.9% |