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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 | $25,318 | $202,440-87.5% | $169,390-85.1% | $139,466-81.8% |
| Participation rate | 61.5% | 81.1%-19.6pp | 77.2%-15.6pp | 80.3%-18.8pp |
| Annual return | 19.48% | 532.36%-512.9pp | 406.07%-386.6pp | 373.66%-354.2pp |
| Employer contribution / active EE | $2,677 | $4,693-43.0% | $4,013-33.3% | $4,754-43.7% |
| Participant deferral / active EE | $3,800 | $6,940-45.2% | $6,222-38.9% | $6,712-43.4% |
| Admin fee / account holder | $2,712 | $10,722-74.7% | $9,015-69.9% | $11,409-76.2% |