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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 | $55,857 | $226,046-75.3% | $182,508-69.4% | $152,870-63.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 22.80% | 192.52%-169.7pp | 148.54%-125.7pp | 345.34%-322.5pp |
| Employer contribution / active EE | $775 | $4,977-84.4% | $4,075-81.0% | $4,763-83.7% |
| Participant deferral / active EE | $3,012 | $6,368-52.7% | $5,525-45.5% | $5,850-48.5% |
| Admin fee / account holder | $4,249 | $10,704-60.3% | $8,592-50.5% | $11,597-63.4% |