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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 | $53,049 | $72,071-26.4% | $68,368-22.4% | $137,256-61.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 17.35% | 353.14%-335.8pp | 292.57%-275.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,515 | $2,788-9.8% | $2,649-5.0% | $4,156-39.5% |
| Participant deferral / active EE | $6,280 | $4,410+42.4% | $4,123+52.3% | $6,407-2.0% |
| Admin fee / account holder | $537 | $5,336-89.9% | $5,150-89.6% | $12,270-95.6% |