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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 | $65,258 | $110,137-40.7% | $161,149-59.5% | $82,637-21.0% |
| Participation rate | 69.0% | 72.4%-3.4pp | 78.8%-9.9pp | 68.1%+0.9pp |
| Annual return | 90.31% | 20.69%+69.6pp | 21.16%+69.2pp | 53.51%+36.8pp |
| Employer contribution / active EE | $2,403 | $2,856-15.9% | $4,360-44.9% | $2,552-5.9% |
| Participant deferral / active EE | $6,140 | $4,575+34.2% | $6,153-0.2% | $4,126+48.8% |
| Admin fee / account holder | $445 | $9,467-95.3% | $15,194-97.1% | $7,339-93.9% |