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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 | $63,275 | $72,071-12.2% | $68,368-7.4% | $137,256-53.9% |
| Participation rate | 68.8% | 76.2%-7.5pp | 73.8%-5.0pp | 80.0%-11.2pp |
| Annual return | 14.66% | 353.14%-338.5pp | 292.57%-277.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,686 | $2,788-3.6% | $2,649+1.4% | $4,156-35.4% |
| Participant deferral / active EE | $5,498 | $4,410+24.7% | $4,123+33.4% | $6,407-14.2% |
| Admin fee / account holder | $10,922 | $5,336+104.7% | $5,150+112.1% | $12,270-11.0% |