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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 | $68,397 | $126,113-45.8% | $116,096-41.1% | $155,188-55.9% |
| Participation rate | 58.8% | 75.1%-16.3pp | 73.3%-14.5pp | 80.8%-22.0pp |
| Annual return | 17.33% | 391.72%-374.4pp | 326.25%-308.9pp | 148.84%-131.5pp |
| Employer contribution / active EE | $2,710 | $2,672+1.5% | $2,503+8.3% | $4,248-36.2% |
| Participant deferral / active EE | $5,544 | $4,162+33.2% | $3,952+40.3% | $6,531-15.1% |
| Admin fee / account holder | $1,004 | $8,045-87.5% | $7,704-87.0% | $14,480-93.1% |