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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 | $77,124 | $183,592-58.0% | $155,574-50.4% | $145,877-47.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 10.08% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,795 | $5,317-66.2% | $4,676-61.6% | $4,663-61.5% |
| Participant deferral / active EE | $3,334 | $6,466-48.4% | $5,629-40.8% | $6,691-50.2% |
| Admin fee / account holder | $6,700 | $19,316-65.3% | $15,914-57.9% | $13,402-50.0% |