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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 | $54,688 | $57,305-4.6% | $86,640-36.9% | $75,173-27.3% |
| Participation rate | 62.9% | 63.2%-0.4pp | 71.7%-8.9pp | 67.2%-4.3pp |
| Annual return | 15.86% | 2674.24%-2658.4pp | 592.52%-576.7pp | 160.72%-144.9pp |
| Employer contribution / active EE | $2,147 | $2,316-7.3% | $3,024-29.0% | $2,671-19.6% |
| Participant deferral / active EE | $3,819 | $3,320+15.0% | $4,438-14.0% | $4,126-7.4% |
| Admin fee / account holder | $3,683 | $4,116-10.5% | $5,616-34.4% | $5,651-34.8% |