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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 | $69,812 | $227,399-69.3% | $189,758-63.2% | $198,609-64.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 18.17% | 61.03%-42.9pp | 52.62%-34.5pp | 202.70%-184.5pp |
| Employer contribution / active EE | $2,495 | $5,526-54.8% | $4,767-47.6% | $5,055-50.6% |
| Participant deferral / active EE | $4,529 | $6,837-33.8% | $5,856-22.7% | $6,977-35.1% |
| Admin fee / account holder | $2,245 | $25,162-91.1% | $20,388-89.0% | $19,030-88.2% |