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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 | $67,454 | $125,190-46.1% | $105,624-36.1% | $145,897-53.8% |
| Participation rate | 63.2% | 77.6%-14.5pp | 75.3%-12.1pp | 80.3%-17.1pp |
| Annual return | 25.46% | 225.22%-199.8pp | 116.20%-90.7pp | 552.29%-526.8pp |
| Employer contribution / active EE | $2,482 | $3,720-33.3% | $3,168-21.6% | $4,663-46.8% |
| Participant deferral / active EE | $3,352 | $5,716-41.3% | $5,013-33.1% | $6,689-49.9% |
| Admin fee / account holder | $951 | $17,138-94.5% | $10,961-91.3% | $13,390-92.9% |