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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 | $68,064 | $107,363-36.6% | $92,909-26.7% | $152,897-55.5% |
| Participation rate | 56.5% | 79.8%-23.3pp | 76.0%-19.5pp | 82.5%-25.9pp |
| Annual return | 23.65% | 145.63%-122.0pp | 109.44%-85.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $1,284 | $4,222-69.6% | $3,653-64.8% | $4,764-73.0% |
| Participant deferral / active EE | $3,768 | $4,848-22.3% | $4,238-11.1% | $5,851-35.6% |
| Admin fee / account holder | $589 | $7,082-91.7% | $5,795-89.8% | $11,599-94.9% |