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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 | $67,770 | $125,193-45.9% | $105,591-35.8% | $145,978-53.6% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 15.96% | 225.53%-209.6pp | 116.43%-100.5pp | 550.52%-534.6pp |
| Employer contribution / active EE | $1,436 | $3,718-61.4% | $3,166-54.6% | $4,662-69.2% |
| Participant deferral / active EE | $4,998 | $5,708-12.4% | $5,008-0.2% | $6,690-25.3% |
| Admin fee / account holder | $308 | $17,277-98.2% | $11,024-97.2% | $13,400-97.7% |