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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 | $66,612 | $100,073-33.4% | $85,126-21.7% | $145,877-54.3% |
| Participation rate | 69.6% | 74.1%-4.5pp | 67.5%+2.0pp | 80.3%-10.7pp |
| Annual return | 15.64% | 84.11%-68.5pp | 66.63%-51.0pp | 551.28%-535.6pp |
| Employer contribution / active EE | $1,067 | $3,236-67.0% | $2,731-60.9% | $4,663-77.1% |
| Participant deferral / active EE | $1,488 | $5,294-71.9% | $4,523-67.1% | $6,691-77.8% |
| Admin fee / account holder | $2,195 | $7,261-69.8% | $6,160-64.4% | $13,402-83.6% |