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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 | $61,306 | $111,535-45.0% | $105,223-41.7% | $137,256-55.3% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 15.25% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,549 | $3,939+40.8% | $3,689+50.4% | $4,156+33.5% |
| Participant deferral / active EE | $6,501 | $5,500+18.2% | $5,072+28.2% | $6,407+1.5% |
| Admin fee / account holder | $13,814 | $9,721+42.1% | $8,859+55.9% | $12,270+12.6% |