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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 | $70,069 | $72,071-2.8% | $68,368+2.5% | $137,256-49.0% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 21.45% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,780 | $2,788-0.3% | $2,649+4.9% | $4,156-33.1% |
| Participant deferral / active EE | $4,734 | $4,410+7.4% | $4,123+14.8% | $6,407-26.1% |
| Admin fee / account holder | $348 | $5,336-93.5% | $5,150-93.2% | $12,270-97.2% |