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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 | $60,937 | $111,535-45.4% | $105,223-42.1% | $137,256-55.6% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.8pp | 80.0%-15.7pp |
| Annual return | 13.10% | 237.85%-224.8pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,453 | $3,939-37.7% | $3,689-33.5% | $4,156-41.0% |
| Participant deferral / active EE | $6,973 | $5,500+26.8% | $5,072+37.5% | $6,407+8.8% |
| Admin fee / account holder | $1,219 | $9,721-87.5% | $8,859-86.2% | $12,270-90.1% |