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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 | $67,239 | $166,131-59.5% | $164,975-59.2% | $145,877-53.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 16.35% | 100.37%-84.0pp | 70.12%-53.8pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,799 | $5,276-65.9% | $4,343-58.6% | $4,663-61.4% |
| Participant deferral / active EE | $4,729 | $6,962-32.1% | $6,033-21.6% | $6,691-29.3% |
| Admin fee / account holder | $607 | $16,648-96.4% | $12,688-95.2% | $13,402-95.5% |