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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 | $76,624 | $175,231-56.3% | $149,696-48.8% | $139,466-45.1% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 16.40% | 166.77%-150.4pp | 134.46%-118.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,408 | $5,478-56.0% | $4,821-50.1% | $4,754-49.4% |
| Participant deferral / active EE | $6,439 | $6,521-1.3% | $5,682+13.3% | $6,712-4.1% |
| Admin fee / account holder | $489 | $16,155-97.0% | $13,212-96.3% | $11,409-95.7% |