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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 | $50,862 | $86,298-41.1% | $111,308-54.3% | $85,847-40.8% |
| Participation rate | 67.7% | 73.3%-5.6pp | 77.3%-9.6pp | 69.3%-1.6pp |
| Annual return | 11.91% | 19.99%-8.1pp | 54.67%-42.8pp | 318.61%-306.7pp |
| Employer contribution / active EE | $6,451 | $2,044+215.7% | $2,732+136.2% | $2,565+151.5% |
| Participant deferral / active EE | $4,047 | $3,641+11.2% | $4,487-9.8% | $3,952+2.4% |
| Admin fee / account holder | $6,657 | $8,189-18.7% | $7,965-16.4% | $6,261+6.3% |