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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 | $75,288 | $125,778-40.1% | $114,563-34.3% | $154,746-51.3% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.9%-12.9pp | 80.7%-20.7pp |
| Annual return | 15.64% | 295.14%-279.5pp | 241.09%-225.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,780 | $2,806-0.9% | $2,592+7.3% | $4,379-36.5% |
| Participant deferral / active EE | $3,849 | $4,445-13.4% | $4,142-7.1% | $6,730-42.8% |
| Admin fee / account holder | $5,008 | $8,190-38.9% | $7,623-34.3% | $14,365-65.1% |