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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 | $129,737-52.7% | $119,126-48.5% | $154,746-60.4% |
| Participation rate | 58.3% | 78.9%-20.5pp | 75.8%-17.4pp | 80.7%-22.4pp |
| Annual return | 15.25% | 379.08%-363.8pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $5,549 | $4,375+26.8% | $4,034+37.6% | $4,379+26.7% |
| Participant deferral / active EE | $6,501 | $5,842+11.3% | $5,318+22.3% | $6,730-3.4% |
| Admin fee / account holder | $13,814 | $11,961+15.5% | $10,693+29.2% | $14,365-3.8% |