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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 | $65,823 | $129,737-49.3% | $119,126-44.7% | $154,746-57.5% |
| Participation rate | 41.7% | 78.9%-37.2pp | 75.8%-34.1pp | 80.7%-39.0pp |
| Annual return | 16.34% | 379.08%-362.7pp | 282.11%-265.8pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,225 | $4,375-49.1% | $4,034-44.8% | $4,379-49.2% |
| Participant deferral / active EE | $2,369 | $5,842-59.4% | $5,318-55.4% | $6,730-64.8% |
| Admin fee / account holder | $13,824 | $11,961+15.6% | $10,693+29.3% | $14,365-3.8% |