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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 | $58,234+21.2% | $81,783-13.7% | $80,874-12.7% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.4%-22.4pp | 67.6%-17.6pp |
| Annual return | 18.41% | 41.70%-23.3pp | 775.05%-756.6pp | 35.62%-17.2pp |
| Employer contribution / active EE | $2,479 | $2,341+5.9% | $2,913-14.9% | $2,756-10.0% |
| Participant deferral / active EE | $6,078 | $3,283+85.1% | $4,320+40.7% | $4,297+41.4% |
| Admin fee / account holder | $13,793 | $4,982+176.9% | $7,380+86.9% | $6,935+98.9% |