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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 | $56,660 | $185,883-69.5% | $170,043-66.7% | $139,466-59.4% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 17.84% | 60.54%-42.7pp | 53.40%-35.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $3,441 | $7,596-54.7% | $6,790-49.3% | $4,754-27.6% |
| Participant deferral / active EE | $9,096 | $11,626-21.8% | $10,410-12.6% | $6,712+35.5% |
| Admin fee / account holder | $19,791 | $15,393+28.6% | $12,824+54.3% | $11,409+73.5% |