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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 | $58,489 | $90,614-35.5% | $76,089-23.1% | $145,877-59.9% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 20.25% | 623.80%-603.5pp | 360.94%-340.7pp | 551.28%-531.0pp |
| Employer contribution / active EE | $2,275 | $3,324-31.6% | $2,690-15.4% | $4,663-51.2% |
| Participant deferral / active EE | $5,997 | $5,168+16.0% | $4,259+40.8% | $6,691-10.4% |
| Admin fee / account holder | $2,961 | $8,376-64.6% | $6,418-53.9% | $13,402-77.9% |