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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 | $125,237-46.1% | $105,608-36.1% | $145,877-53.8% |
| Participation rate | 63.2% | 77.7%-14.5pp | 75.3%-12.1pp | 80.3%-17.1pp |
| Annual return | 25.46% | 225.76%-200.3pp | 116.50%-91.0pp | 551.28%-525.8pp |
| Employer contribution / active EE | $2,482 | $3,720-33.3% | $3,167-21.6% | $4,663-46.8% |
| Participant deferral / active EE | $3,352 | $5,711-41.3% | $5,010-33.1% | $6,691-49.9% |
| Admin fee / account holder | $951 | $17,287-94.5% | $11,028-91.4% | $13,402-92.9% |