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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 | $68,050 | $72,071-5.6% | $68,368-0.5% | $137,256-50.4% |
| Participation rate | 38.5% | 76.2%-37.8pp | 73.8%-35.3pp | 80.0%-41.5pp |
| Annual return | 20.24% | 353.14%-332.9pp | 292.57%-272.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,209 | $2,788-20.8% | $2,649-16.6% | $4,156-46.9% |
| Participant deferral / active EE | $6,034 | $4,410+36.8% | $4,123+46.4% | $6,407-5.8% |
| Admin fee / account holder | $2,323 | $5,336-56.5% | $5,150-54.9% | $12,270-81.1% |