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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 | $44,626 | $108,897-59.0% | $100,378-55.5% | $145,877-69.4% |
| Participation rate | 68.8% | 83.0%-14.2pp | 81.5%-12.8pp | 80.3%-11.6pp |
| Annual return | 11.19% | 58.17%-47.0pp | 49.41%-38.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $373 | $4,420-91.6% | $3,942-90.5% | $4,663-92.0% |
| Participant deferral / active EE | $3,691 | $8,455-56.3% | $8,087-54.4% | $6,691-44.8% |
| Admin fee / account holder | $2,172 | $9,690-77.6% | $7,899-72.5% | $13,402-83.8% |