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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 | $67,660 | $183,627-63.2% | $155,602-56.5% | $145,978-53.7% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 12.69% | 61.32%-48.6pp | 64.81%-52.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,125 | $5,316-78.8% | $4,675-75.9% | $4,662-75.9% |
| Participant deferral / active EE | $3,646 | $6,466-43.6% | $5,629-35.2% | $6,690-45.5% |
| Admin fee / account holder | $3,024 | $19,327-84.4% | $15,923-81.0% | $13,400-77.4% |