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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 | $67,723 | $111,878-39.5% | $93,727-27.7% | $145,897-53.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 15.40% | 204.28%-188.9pp | 133.83%-118.4pp | 552.29%-536.9pp |
| Employer contribution / active EE | $4,233 | $3,092+36.9% | $2,421+74.8% | $4,663-9.2% |
| Participant deferral / active EE | $5,478 | $4,920+11.3% | $4,417+24.0% | $6,689-18.1% |
| Admin fee / account holder | $332 | $10,256-96.8% | $8,292-96.0% | $13,390-97.5% |