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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 | $65,928 | $132,634-50.3% | $115,768-43.1% | $137,256-52.0% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.4%-7.7pp | 80.0%-13.3pp |
| Annual return | 15.60% | 160.70%-145.1pp | 100.46%-84.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $974 | $3,360-71.0% | $2,940-66.9% | $4,156-76.6% |
| Participant deferral / active EE | $2,326 | $5,619-58.6% | $4,917-52.7% | $6,407-63.7% |
| Admin fee / account holder | $373 | $15,028-97.5% | $12,439-97.0% | $12,270-97.0% |