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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 | $73,063 | $227,291-67.9% | $214,702-66.0% | $155,188-52.9% |
| Participation rate | 57.1% | 88.0%-30.8pp | 87.5%-30.3pp | 80.8%-23.7pp |
| Annual return | 18.77% | 60.08%-41.3pp | 54.55%-35.8pp | 148.84%-130.1pp |
| Employer contribution / active EE | $3,274 | $6,772-51.7% | $6,461-49.3% | $4,248-22.9% |
| Participant deferral / active EE | $6,270 | $9,582-34.6% | $9,147-31.5% | $6,531-4.0% |
| Admin fee / account holder | $6,048 | $20,413-70.4% | $19,830-69.5% | $14,480-58.2% |