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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 | $65,281 | $202,460-67.8% | $169,385-61.5% | $139,456-53.2% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.2%-14.7pp | 80.3%-17.8pp |
| Annual return | 21.75% | 532.07%-510.3pp | 405.82%-384.1pp | 373.45%-351.7pp |
| Employer contribution / active EE | $2,921 | $4,691-37.7% | $4,012-27.2% | $4,753-38.5% |
| Participant deferral / active EE | $10,228 | $6,938+47.4% | $6,221+64.4% | $6,711+52.4% |
| Admin fee / account holder | $29,755 | $10,719+177.6% | $9,011+230.2% | $11,407+160.8% |