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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 | $77,402 | $148,629-47.9% | $135,982-43.1% | $139,487-44.5% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.8pp | 80.3%-17.2pp |
| Annual return | 16.71% | 79.33%-62.6pp | 68.32%-51.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $1,794 | $5,247-65.8% | $4,859-63.1% | $4,755-62.3% |
| Participant deferral / active EE | $5,099 | $8,102-37.1% | $7,760-34.3% | $6,713-24.0% |
| Admin fee / account holder | $2,760 | $12,406-77.8% | $10,767-74.4% | $11,407-75.8% |