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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 | $69,458 | $111,787-37.9% | $93,681-25.9% | $145,978-52.4% |
| Participation rate | 69.2% | 74.2%-5.0pp | 68.7%+0.5pp | 80.3%-11.1pp |
| Annual return | 11.97% | 203.52%-191.5pp | 133.47%-121.5pp | 550.52%-538.5pp |
| Employer contribution / active EE | $2,976 | $3,093-3.8% | $2,422+22.9% | $4,662-36.2% |
| Participant deferral / active EE | $7,466 | $4,918+51.8% | $4,415+69.1% | $6,690+11.6% |
| Admin fee / account holder | $2,805 | $10,256-72.6% | $8,290-66.2% | $13,400-79.1% |