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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 | $70,808 | $144,130-50.9% | $117,861-39.9% | $147,586-52.0% |
| Participation rate | 55.6% | 83.4%-27.9pp | 79.7%-24.1pp | 82.8%-27.3pp |
| Annual return | 16.99% | 531.20%-514.2pp | 335.11%-318.1pp | 578.59%-561.6pp |
| Employer contribution / active EE | $4,108 | $4,897-16.1% | $3,786+8.5% | $4,876-15.8% |
| Participant deferral / active EE | $8,484 | $5,316+59.6% | $4,482+89.3% | $5,439+56.0% |
| Admin fee / account holder | $5,359 | $10,887-50.8% | $8,021-33.2% | $10,886-50.8% |