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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 | $64,212 | $70,366-8.7% | $66,674-3.7% | $138,895-53.8% |
| Participation rate | 42.9% | 76.2%-33.3pp | 73.7%-30.8pp | 79.9%-37.1pp |
| Annual return | 13.82% | 386.41%-372.6pp | 321.24%-307.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,763 | $2,765-0.1% | $2,620+5.4% | $4,194-34.1% |
| Participant deferral / active EE | $7,155 | $4,374+63.6% | $4,084+75.2% | $6,396+11.9% |
| Admin fee / account holder | $10,259 | $5,262+94.9% | $5,098+101.2% | $12,562-18.3% |