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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 | $58,318 | $72,071-19.1% | $68,368-14.7% | $137,256-57.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 18.92% | 353.14%-334.2pp | 292.57%-273.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,310 | $2,788+54.6% | $2,649+62.7% | $4,156+3.7% |
| Participant deferral / active EE | $7,367 | $4,410+67.1% | $4,123+78.7% | $6,407+15.0% |
| Admin fee / account holder | $7,642 | $5,336+43.2% | $5,150+48.4% | $12,270-37.7% |