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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 | $68,937 | $183,592-62.5% | $155,574-55.7% | $145,877-52.7% |
| Participation rate | 46.7% | 82.7%-36.0pp | 78.2%-31.5pp | 80.3%-33.6pp |
| Annual return | 14.10% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,069 | $5,317-79.9% | $4,676-77.1% | $4,663-77.1% |
| Participant deferral / active EE | $6,547 | $6,466+1.3% | $5,629+16.3% | $6,691-2.1% |
| Admin fee / account holder | $791 | $19,316-95.9% | $15,914-95.0% | $13,402-94.1% |