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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 | $64,062 | $67,594-5.2% | $77,361-17.2% | $69,733-8.1% |
| Participation rate | 63.8% | 71.7%-7.9pp | 75.0%-11.1pp | 62.5%+1.4pp |
| Annual return | 22.88% | 19.20%+3.7pp | 1011.54%-988.7pp | 15.22%+7.7pp |
| Employer contribution / active EE | $2,307 | $2,649-12.9% | $2,990-22.8% | $2,250+2.5% |
| Participant deferral / active EE | $3,087 | $3,401-9.3% | $3,911-21.1% | $3,054+1.1% |
| Admin fee / account holder | $711 | $1,159-38.7% | $5,894-87.9% | $3,102-77.1% |