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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 | $70,639 | $132,634-46.7% | $115,768-39.0% | $137,256-48.5% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.4%-18.1pp | 80.0%-23.7pp |
| Annual return | 21.09% | 160.70%-139.6pp | 100.46%-79.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,017 | $3,360-40.0% | $2,940-31.4% | $4,156-51.5% |
| Participant deferral / active EE | $4,540 | $5,619-19.2% | $4,917-7.7% | $6,407-29.1% |
| Admin fee / account holder | $468 | $15,028-96.9% | $12,439-96.2% | $12,270-96.2% |