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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 | $63,782 | $72,071-11.5% | $68,368-6.7% | $137,256-53.5% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 20.33% | 353.14%-332.8pp | 292.57%-272.2pp | 220.34%-200.0pp |
| Employer contribution / active EE | $2,700 | $2,788-3.2% | $2,649+1.9% | $4,156-35.0% |
| Participant deferral / active EE | $5,239 | $4,410+18.8% | $4,123+27.1% | $6,407-18.2% |
| Admin fee / account holder | $4,673 | $5,336-12.4% | $5,150-9.3% | $12,270-61.9% |