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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 | $62,174 | $105,210-40.9% | $159,487-61.0% | $85,851-27.6% |
| Participation rate | 69.7% | 75.8%-6.1pp | 82.8%-13.1pp | 69.3%+0.4pp |
| Annual return | 21.64% | 45.08%-23.4pp | 263.71%-242.1pp | 318.63%-297.0pp |
| Employer contribution / active EE | $2,891 | $3,319-12.9% | $4,831-40.2% | $2,565+12.7% |
| Participant deferral / active EE | $6,657 | $5,946+11.9% | $7,354-9.5% | $3,952+68.4% |
| Admin fee / account holder | $4,153 | $6,934-40.1% | $10,804-61.6% | $6,261-33.7% |