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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 | $52,059 | $183,516-71.6% | $155,534-66.5% | $145,884-64.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 14.64% | 61.43%-46.8pp | 64.92%-50.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $4,725 | $5,315-11.1% | $4,675+1.1% | $4,662+1.4% |
| Participant deferral / active EE | $4,885 | $6,467-24.5% | $5,630-13.2% | $6,690-27.0% |
| Admin fee / account holder | $2,347 | $19,293-87.8% | $15,900-85.2% | $13,392-82.5% |