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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 | $75,150 | $121,677-38.2% | $104,625-28.2% | $158,966-52.7% |
| Participation rate | 63.6% | 77.5%-13.9pp | 74.1%-10.4pp | 82.0%-18.3pp |
| Annual return | 8.92% | 465.58%-456.7pp | 340.60%-331.7pp | 302.95%-294.0pp |
| Employer contribution / active EE | $2,009 | $3,165-36.5% | $2,681-25.1% | $4,762-57.8% |
| Participant deferral / active EE | $5,390 | $4,175+29.1% | $3,738+44.2% | $5,983-9.9% |
| Admin fee / account holder | $4,911 | $7,777-36.8% | $6,465-24.0% | $11,250-56.3% |