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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 | $76,190 | $70,366+8.3% | $66,674+14.3% | $138,895-45.1% |
| Participation rate | 69.2% | 76.2%-6.9pp | 73.7%-4.4pp | 79.9%-10.7pp |
| Annual return | 14.03% | 386.41%-372.4pp | 321.24%-307.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,608 | $2,765-5.7% | $2,620-0.5% | $4,194-37.8% |
| Participant deferral / active EE | $6,888 | $4,374+57.5% | $4,084+68.7% | $6,396+7.7% |
| Admin fee / account holder | $5,053 | $5,262-4.0% | $5,098-0.9% | $12,562-59.8% |