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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 | $70,603 | $58,311+21.1% | $81,882-13.8% | $80,959-12.8% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 18.41% | 41.85%-23.4pp | 779.47%-761.1pp | 35.67%-17.3pp |
| Employer contribution / active EE | $2,479 | $2,347+5.6% | $2,916-15.0% | $2,757-10.1% |
| Participant deferral / active EE | $6,078 | $3,287+84.9% | $4,323+40.6% | $4,300+41.3% |
| Admin fee / account holder | $13,793 | $4,752+190.2% | $7,360+87.4% | $6,925+99.2% |