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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 | $74,324 | $129,737-42.7% | $119,126-37.6% | $154,746-52.0% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 18.40% | 379.08%-360.7pp | 282.11%-263.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $4,228 | $4,375-3.4% | $4,034+4.8% | $4,379-3.5% |
| Participant deferral / active EE | $7,476 | $5,842+28.0% | $5,318+40.6% | $6,730+11.1% |
| Admin fee / account holder | $637 | $11,961-94.7% | $10,693-94.0% | $14,365-95.6% |