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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 | $70,366-0.4% | $66,674+5.1% | $138,895-49.6% |
| Participation rate | 54.5% | 76.2%-21.6pp | 73.7%-19.1pp | 79.9%-25.4pp |
| Annual return | 21.45% | 386.41%-365.0pp | 321.24%-299.8pp | 145.39%-123.9pp |
| Employer contribution / active EE | $2,780 | $2,765+0.5% | $2,620+6.1% | $4,194-33.7% |
| Participant deferral / active EE | $4,734 | $4,374+8.2% | $4,084+15.9% | $6,396-26.0% |
| Admin fee / account holder | $348 | $5,262-93.4% | $5,098-93.2% | $12,562-97.2% |