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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 | $57,000 | $148,629-61.6% | $135,982-58.1% | $139,487-59.1% |
| Participation rate | 64.3% | 83.9%-19.6pp | 81.9%-17.6pp | 80.3%-16.1pp |
| Annual return | 16.13% | 79.33%-63.2pp | 68.32%-52.2pp | 373.84%-357.7pp |
| Employer contribution / active EE | $3,037 | $5,247-42.1% | $4,859-37.5% | $4,755-36.1% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,455 | $12,406-88.3% | $10,767-86.5% | $11,407-87.2% |