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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 | $78,018 | $108,911-28.4% | $100,392-22.3% | $145,884-46.5% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 15.25% | 58.23%-43.0pp | 49.45%-34.2pp | 551.85%-536.6pp |
| Employer contribution / active EE | $4,270 | $4,420-3.4% | $3,941+8.3% | $4,662-8.4% |
| Participant deferral / active EE | $14,046 | $8,459+66.0% | $8,090+73.6% | $6,690+110.0% |
| Admin fee / account holder | $2,862 | $9,698-70.5% | $7,904-63.8% | $13,392-78.6% |