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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 | $70,299 | $156,398-55.1% | $147,318-52.3% | $138,895-49.4% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 13.38% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $991 | $4,853-79.6% | $4,593-78.4% | $4,194-76.4% |
| Participant deferral / active EE | $2,905 | $8,237-64.7% | $7,906-63.3% | $6,396-54.6% |
| Admin fee / account holder | $1,756 | $14,976-88.3% | $13,708-87.2% | $12,562-86.0% |