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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 | $59,603 | $197,603-69.8% | $177,827-66.5% | $158,950-62.5% |
| Participation rate | 61.9% | 88.5%-26.6pp | 87.7%-25.8pp | 82.0%-20.1pp |
| Annual return | 24.79% | 58.76%-34.0pp | 48.32%-23.5pp | 302.91%-278.1pp |
| Employer contribution / active EE | $2,761 | $6,698-58.8% | $5,918-53.3% | $4,762-42.0% |
| Participant deferral / active EE | $7,389 | $8,404-12.1% | $7,713-4.2% | $5,983+23.5% |
| Admin fee / account holder | $2,387 | $15,402-84.5% | $12,429-80.8% | $11,248-78.8% |