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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 | $53,061 | $70,366-24.6% | $66,674-20.4% | $138,895-61.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 14.36% | 386.41%-372.0pp | 321.24%-306.9pp | 145.39%-131.0pp |
| Employer contribution / active EE | $4,285 | $2,765+55.0% | $2,620+63.5% | $4,194+2.2% |
| Participant deferral / active EE | $7,321 | $4,374+67.4% | $4,084+79.3% | $6,396+14.5% |
| Admin fee / account holder | $10,122 | $5,262+92.3% | $5,098+98.5% | $12,562-19.4% |