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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 | $56,558 | $183,539-69.2% | $155,556-63.6% | $145,897-61.2% |
| Participation rate | 25.0% | 82.7%-57.7pp | 78.2%-53.2pp | 80.3%-55.3pp |
| Annual return | 16.55% | 61.31%-44.8pp | 64.84%-48.3pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,714 | $5,315-67.8% | $4,675-63.3% | $4,663-63.2% |
| Participant deferral / active EE | $3,862 | $6,467-40.3% | $5,631-31.4% | $6,689-42.3% |
| Admin fee / account holder | $477 | $19,275-97.5% | $15,885-97.0% | $13,390-96.4% |