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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 | $183,539-58.0% | $155,556-50.4% | $145,897-47.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 10.08% | 61.31%-51.2pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,795 | $5,315-66.2% | $4,675-61.6% | $4,663-61.5% |
| Participant deferral / active EE | $3,334 | $6,467-48.5% | $5,631-40.8% | $6,689-50.2% |
| Admin fee / account holder | $6,700 | $19,275-65.2% | $15,885-57.8% | $13,390-50.0% |