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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 | $45,219 | $167,030-72.9% | $135,768-66.7% | $155,188-70.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 19.63% | 678.39%-658.8pp | 526.10%-506.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $4,677 | $4,132+13.2% | $3,394+37.8% | $4,248+10.1% |
| Participant deferral / active EE | $6,660 | $4,528+47.1% | $3,977+67.5% | $6,531+2.0% |
| Admin fee / account holder | $2,132 | $8,172-73.9% | $7,048-69.8% | $14,480-85.3% |