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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 | $58,580 | $162,529-64.0% | $130,788-55.2% | $154,746-62.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 18.42% | 510.48%-492.1pp | 386.44%-368.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $979 | $4,447-78.0% | $3,558-72.5% | $4,379-77.6% |
| Participant deferral / active EE | $3,028 | $4,808-37.0% | $4,137-26.8% | $6,730-55.0% |
| Admin fee / account holder | $438 | $7,669-94.3% | $6,673-93.4% | $14,365-97.0% |