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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 | $68,278 | $111,535-38.8% | $105,223-35.1% | $137,256-50.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 20.89% | 237.85%-217.0pp | 180.65%-159.8pp | 220.34%-199.5pp |
| Employer contribution / active EE | $3,063 | $3,939-22.2% | $3,689-16.9% | $4,156-26.3% |
| Participant deferral / active EE | $10,364 | $5,500+88.4% | $5,072+104.3% | $6,407+61.8% |
| Admin fee / account holder | $11,716 | $9,721+20.5% | $8,859+32.3% | $12,270-4.5% |