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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 | $72,911 | $72,071+1.2% | $68,368+6.6% | $137,256-46.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 26.12% | 353.14%-327.0pp | 292.57%-266.5pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,807 | $2,788-35.2% | $2,649-31.8% | $4,156-56.5% |
| Participant deferral / active EE | $5,134 | $4,410+16.4% | $4,123+24.5% | $6,407-19.9% |
| Admin fee / account holder | $3,860 | $5,336-27.7% | $5,150-25.0% | $12,270-68.5% |