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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 | $63,121 | $183,539-65.6% | $155,556-59.4% | $145,897-56.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 24.65% | 61.31%-36.7pp | 64.84%-40.2pp | 552.29%-527.6pp |
| Employer contribution / active EE | $5,575 | $5,315+4.9% | $4,675+19.2% | $4,663+19.6% |
| Participant deferral / active EE | $9,401 | $6,467+45.4% | $5,631+67.0% | $6,689+40.5% |
| Admin fee / account holder | $4,807 | $19,275-75.1% | $15,885-69.7% | $13,390-64.1% |