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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 | $66,537 | $86,294-22.9% | $111,303-40.2% | $85,856-22.5% |
| Participation rate | 65.8% | 73.3%-7.5pp | 77.3%-11.5pp | 69.3%-3.5pp |
| Annual return | 14.33% | 19.99%-5.7pp | 54.66%-40.3pp | 318.58%-304.3pp |
| Employer contribution / active EE | $3,434 | $2,043+68.0% | $2,731+25.7% | $2,565+33.9% |
| Participant deferral / active EE | $8,314 | $3,641+128.3% | $4,487+85.3% | $3,952+110.4% |
| Admin fee / account holder | $10,486 | $8,189+28.0% | $7,966+31.6% | $6,261+67.5% |