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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 | $60,791 | $183,539-66.9% | $155,556-60.9% | $145,897-58.3% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 22.68% | 61.31%-38.6pp | 64.84%-42.2pp | 552.29%-529.6pp |
| Employer contribution / active EE | $1,948 | $5,315-63.3% | $4,675-58.3% | $4,663-58.2% |
| Participant deferral / active EE | $2,605 | $6,467-59.7% | $5,631-53.7% | $6,689-61.1% |
| Admin fee / account holder | $3,460 | $19,275-82.0% | $15,885-78.2% | $13,390-74.2% |