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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 | $77,720 | $132,634-41.4% | $115,768-32.9% | $137,256-43.4% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.4%-16.5pp | 80.0%-22.1pp |
| Annual return | 17.94% | 160.70%-142.8pp | 100.46%-82.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $877 | $3,360-73.9% | $2,940-70.2% | $4,156-78.9% |
| Participant deferral / active EE | $2,051 | $5,619-63.5% | $4,917-58.3% | $6,407-68.0% |
| Admin fee / account holder | $370 | $15,028-97.5% | $12,439-97.0% | $12,270-97.0% |