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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 | $165,361-61.5% | $149,715-57.5% | $158,950-60.0% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 19.50% | 348.24%-328.7pp | 276.66%-257.2pp | 302.91%-283.4pp |
| Employer contribution / active EE | $2,379 | $5,103-53.4% | $4,645-48.8% | $4,762-50.0% |
| Participant deferral / active EE | $18,462 | $7,182+157.1% | $6,842+169.8% | $5,983+208.6% |
| Admin fee / account holder | $11,039 | $10,808+2.1% | $9,310+18.6% | $11,248-1.9% |