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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 | $61,611 | $183,627-66.4% | $155,602-60.4% | $145,978-57.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.36% | 61.32%-49.0pp | 64.81%-52.5pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,414 | $5,316-73.4% | $4,675-69.8% | $4,662-69.7% |
| Participant deferral / active EE | $3,208 | $6,466-50.4% | $5,629-43.0% | $6,690-52.0% |
| Admin fee / account holder | $589 | $19,327-97.0% | $15,923-96.3% | $13,400-95.6% |