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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 | $64,732 | $105,210-38.5% | $159,487-59.4% | $85,851-24.6% |
| Participation rate | 67.9% | 75.8%-7.9pp | 82.8%-15.0pp | 69.3%-1.5pp |
| Annual return | 19.50% | 45.08%-25.6pp | 263.71%-244.2pp | 318.63%-299.1pp |
| Employer contribution / active EE | $4,327 | $3,319+30.4% | $4,831-10.4% | $2,565+68.6% |
| Participant deferral / active EE | $5,000 | $5,946-15.9% | $7,354-32.0% | $3,952+26.5% |
| Admin fee / account holder | $1,634 | $6,934-76.4% | $10,804-84.9% | $6,261-73.9% |