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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 | $56,683 | $68,398-17.1% | $94,664-40.1% | $75,173-24.6% |
| Participation rate | 64.8% | 76.1%-11.3pp | 80.8%-16.0pp | 67.2%-2.4pp |
| Annual return | 23.37% | 616.72%-593.4pp | 156.84%-133.5pp | 160.72%-137.4pp |
| Employer contribution / active EE | $4,025 | $2,701+49.0% | $3,673+9.6% | $2,671+50.7% |
| Participant deferral / active EE | $8,765 | $6,537+34.1% | $7,417+18.2% | $4,126+112.4% |
| Admin fee / account holder | $4,943 | $5,324-7.2% | $7,222-31.5% | $5,651-12.5% |