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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 | $68,262 | $125,778-45.7% | $114,563-40.4% | $154,746-55.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 14.55% | 295.14%-280.6pp | 241.09%-226.5pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,245 | $2,806+15.6% | $2,592+25.2% | $4,379-25.9% |
| Participant deferral / active EE | $4,707 | $4,445+5.9% | $4,142+13.6% | $6,730-30.1% |
| Admin fee / account holder | $4,519 | $8,190-44.8% | $7,623-40.7% | $14,365-68.5% |