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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 | $65,926 | $183,516-64.1% | $155,534-57.6% | $145,884-54.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 13.17% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,586 | $5,315-70.2% | $4,675-66.1% | $4,662-66.0% |
| Participant deferral / active EE | $5,399 | $6,467-16.5% | $5,630-4.1% | $6,690-19.3% |
| Admin fee / account holder | $2,524 | $19,293-86.9% | $15,900-84.1% | $13,392-81.2% |