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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 | $65,707 | $134,817-51.3% | $123,973-47.0% | $155,188-57.7% |
| Participation rate | 68.4% | 79.4%-11.0pp | 76.7%-8.2pp | 80.8%-12.4pp |
| Annual return | 18.21% | 515.49%-497.3pp | 388.13%-369.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,978 | $4,425-55.3% | $4,126-52.1% | $4,248-53.4% |
| Participant deferral / active EE | $6,325 | $5,706+10.8% | $5,247+20.5% | $6,531-3.2% |
| Admin fee / account holder | $873 | $13,245-93.4% | $11,799-92.6% | $14,480-94.0% |