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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 | $55,777 | $202,460-72.5% | $169,385-67.1% | $139,456-60.0% |
| Participation rate | 64.3% | 81.1%-16.8pp | 77.2%-12.9pp | 80.3%-16.0pp |
| Annual return | 18.72% | 532.07%-513.3pp | 405.82%-387.1pp | 373.45%-354.7pp |
| Employer contribution / active EE | $1,604 | $4,691-65.8% | $4,012-60.0% | $4,753-66.3% |
| Participant deferral / active EE | $2,401 | $6,938-65.4% | $6,221-61.4% | $6,711-64.2% |
| Admin fee / account holder | $5,362 | $10,719-50.0% | $9,011-40.5% | $11,407-53.0% |