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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 | $69,860 | $144,130-51.5% | $117,861-40.7% | $147,586-52.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 18.62% | 531.20%-512.6pp | 335.11%-316.5pp | 578.59%-560.0pp |
| Employer contribution / active EE | $3,325 | $4,897-32.1% | $3,786-12.2% | $4,876-31.8% |
| Participant deferral / active EE | $4,874 | $5,316-8.3% | $4,482+8.7% | $5,439-10.4% |
| Admin fee / account holder | $1,255 | $10,887-88.5% | $8,021-84.3% | $10,886-88.5% |