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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 | $55,867 | $81,664-31.6% | $70,476-20.7% | $158,966-64.9% |
| Participation rate | 66.7% | 77.7%-11.1pp | 75.1%-8.4pp | 82.0%-15.3pp |
| Annual return | 14.20% | 208.59%-194.4pp | 109.12%-94.9pp | 302.95%-288.7pp |
| Employer contribution / active EE | $1,303 | $3,219-59.5% | $2,738-52.4% | $4,762-72.7% |
| Participant deferral / active EE | $3,141 | $4,556-31.1% | $3,710-15.3% | $5,983-47.5% |
| Admin fee / account holder | $830 | $6,197-86.6% | $3,847-78.4% | $11,250-92.6% |