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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 | $63,707 | $183,516-65.3% | $155,534-59.0% | $145,884-56.3% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 8.96% | 61.43%-52.5pp | 64.92%-56.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $1,222 | $5,315-77.0% | $4,675-73.9% | $4,662-73.8% |
| Participant deferral / active EE | $2,504 | $6,467-61.3% | $5,630-55.5% | $6,690-62.6% |
| Admin fee / account holder | $4,389 | $19,293-77.3% | $15,900-72.4% | $13,392-67.2% |