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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 | $76,615 | $148,582-48.4% | $135,942-43.6% | $139,456-45.1% |
| Participation rate | 56.5% | 83.9%-27.3pp | 81.9%-25.4pp | 80.3%-23.8pp |
| Annual return | 17.70% | 79.26%-61.6pp | 68.28%-50.6pp | 373.45%-355.7pp |
| Employer contribution / active EE | $3,701 | $5,245-29.4% | $4,858-23.8% | $4,753-22.1% |
| Participant deferral / active EE | $8,084 | $8,101-0.2% | $7,759+4.2% | $6,711+20.4% |
| Admin fee / account holder | $6,577 | $12,402-47.0% | $10,764-38.9% | $11,407-42.3% |