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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 | $74,932 | $160,040-53.2% | $147,096-49.1% | $145,877-48.6% |
| Participation rate | 68.2% | 84.0%-15.8pp | 82.2%-14.0pp | 80.3%-12.1pp |
| Annual return | 19.03% | 98.49%-79.5pp | 419.75%-400.7pp | 551.28%-532.3pp |
| Employer contribution / active EE | $3,203 | $5,289-39.4% | $4,936-35.1% | $4,663-31.3% |
| Participant deferral / active EE | $7,580 | $8,429-10.1% | $8,071-6.1% | $6,691+13.3% |
| Admin fee / account holder | $1,317 | $15,050-91.2% | $13,005-89.9% | $13,402-90.2% |