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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 | $67,806 | $70,366-3.6% | $66,674+1.7% | $138,895-51.2% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.7%-8.7pp | 79.9%-14.9pp |
| Annual return | 14.76% | 386.41%-371.6pp | 321.24%-306.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $477 | $2,765-82.7% | $2,620-81.8% | $4,194-88.6% |
| Participant deferral / active EE | $2,638 | $4,374-39.7% | $4,084-35.4% | $6,396-58.8% |
| Admin fee / account holder | $9,754 | $5,262+85.3% | $5,098+91.3% | $12,562-22.4% |