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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 | $54,705 | $154,228-64.5% | $145,433-62.4% | $137,256-60.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 43.27% | 74.59%-31.3pp | 66.58%-23.3pp | 220.34%-177.1pp |
| Employer contribution / active EE | $4,012 | $4,804-16.5% | $4,554-11.9% | $4,156-3.5% |
| Participant deferral / active EE | $7,708 | $8,216-6.2% | $7,897-2.4% | $6,407+20.3% |
| Admin fee / account holder | $1,279 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |