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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 | $58,157 | $152,612-61.9% | $125,192-53.5% | $152,897-62.0% |
| Participation rate | 69.2% | 83.3%-14.1pp | 79.8%-10.5pp | 82.5%-13.2pp |
| Annual return | 22.31% | 54.85%-32.5pp | 43.79%-21.5pp | 345.43%-323.1pp |
| Employer contribution / active EE | $4,396 | $4,947-11.1% | $3,866+13.7% | $4,764-7.7% |
| Participant deferral / active EE | $8,999 | $5,868+53.3% | $4,937+82.3% | $5,851+53.8% |
| Admin fee / account holder | $8,721 | $13,437-35.1% | $9,704-10.1% | $11,599-24.8% |