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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 | $81,715 | $157,296-48.1% | $141,191-42.1% | $152,897-46.6% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.5%-19.3pp |
| Annual return | 22.92% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $4,505 | $5,262-14.4% | $4,736-4.9% | $4,764-5.4% |
| Participant deferral / active EE | $7,959 | $7,111+11.9% | $6,710+18.6% | $5,851+36.0% |
| Admin fee / account holder | $14,323 | $12,125+18.1% | $10,264+39.5% | $11,599+23.5% |