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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 | $63,616 | $165,399-61.5% | $149,745-57.5% | $158,982-60.0% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 19.50% | 348.34%-328.8pp | 276.72%-257.2pp | 302.99%-283.5pp |
| Employer contribution / active EE | $2,379 | $5,105-53.4% | $4,646-48.8% | $4,763-50.1% |
| Participant deferral / active EE | $18,462 | $7,183+157.0% | $6,843+169.8% | $5,983+208.5% |
| Admin fee / account holder | $11,039 | $10,811+2.1% | $9,312+18.6% | $11,252-1.9% |