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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 | $68,655 | $198,461-65.4% | $170,436-59.7% | $147,585-53.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 18.83% | 257.30%-238.5pp | 205.94%-187.1pp | 578.57%-559.7pp |
| Employer contribution / active EE | $2,816 | $6,184-54.5% | $5,433-48.2% | $4,876-42.3% |
| Participant deferral / active EE | $4,360 | $5,629-22.5% | $4,939-11.7% | $5,439-19.8% |
| Admin fee / account holder | $2,336 | $16,852-86.1% | $13,880-83.2% | $10,885-78.5% |