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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 | $73,067 | $196,972-62.9% | $182,262-59.9% | $198,609-63.2% |
| Participation rate | 69.2% | 85.7%-16.5pp | 84.2%-15.0pp | 82.4%-13.1pp |
| Annual return | 16.87% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $3,403 | $5,364-36.5% | $5,046-32.6% | $5,055-32.7% |
| Participant deferral / active EE | $7,040 | $8,643-18.5% | $8,276-14.9% | $6,977+0.9% |
| Admin fee / account holder | $1,851 | $18,429-90.0% | $16,712-88.9% | $19,030-90.3% |