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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 | $52,935 | $217,427-75.7% | $185,837-71.5% | $167,518-68.4% |
| Participation rate | 64.3% | 86.0%-21.8pp | 81.7%-17.4pp | 82.1%-17.8pp |
| Annual return | 18.41% | 148.39%-130.0pp | 122.08%-103.7pp | 478.71%-460.3pp |
| Employer contribution / active EE | $2,717 | $5,874-53.8% | $5,168-47.4% | $4,838-43.9% |
| Participant deferral / active EE | $6,006 | $6,357-5.5% | $5,568+7.9% | $6,342-5.3% |
| Admin fee / account holder | $857 | $19,816-95.7% | $16,241-94.7% | $12,312-93.0% |