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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 | $55,909 | $129,737-56.9% | $119,126-53.1% | $154,746-63.9% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.41% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,106 | $4,375-51.9% | $4,034-47.8% | $4,379-51.9% |
| Participant deferral / active EE | $5,700 | $5,842-2.4% | $5,318+7.2% | $6,730-15.3% |
| Admin fee / account holder | $1,025 | $11,961-91.4% | $10,693-90.4% | $14,365-92.9% |