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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 | $68,075 | $132,634-48.7% | $115,768-41.2% | $137,256-50.4% |
| Participation rate | 69.6% | 77.9%-8.3pp | 74.4%-4.8pp | 80.0%-10.4pp |
| Annual return | 22.28% | 160.70%-138.4pp | 100.46%-78.2pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,731 | $3,360-18.7% | $2,940-7.1% | $4,156-34.3% |
| Participant deferral / active EE | $9,724 | $5,619+73.1% | $4,917+97.8% | $6,407+51.8% |
| Admin fee / account holder | $22,679 | $15,028+50.9% | $12,439+82.3% | $12,270+84.8% |