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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 | $92,331 | $165,361-44.2% | $149,715-38.3% | $158,950-41.9% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 20.93% | 348.24%-327.3pp | 276.66%-255.7pp | 302.91%-282.0pp |
| Employer contribution / active EE | $2,087 | $5,103-59.1% | $4,645-55.1% | $4,762-56.2% |
| Participant deferral / active EE | $6,212 | $7,182-13.5% | $6,842-9.2% | $5,983+3.8% |
| Admin fee / account holder | $4,003 | $10,808-63.0% | $9,310-57.0% | $11,248-64.4% |