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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 | $62,392 | $183,516-66.0% | $155,534-59.9% | $145,884-57.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 13.01% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $2,824 | $5,315-46.9% | $4,675-39.6% | $4,662-39.4% |
| Participant deferral / active EE | $6,478 | $6,467+0.2% | $5,630+15.1% | $6,690-3.2% |
| Admin fee / account holder | $2,127 | $19,293-89.0% | $15,900-86.6% | $13,392-84.1% |