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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 | $90,530-35.4% | $76,030-23.1% | $145,897-59.9% |
| Participation rate | 66.7% | 74.4%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 20.25% | 625.08%-604.8pp | 361.54%-341.3pp | 552.29%-532.0pp |
| Employer contribution / active EE | $2,275 | $3,319-31.5% | $2,688-15.3% | $4,663-51.2% |
| Participant deferral / active EE | $5,997 | $5,164+16.1% | $4,257+40.9% | $6,689-10.3% |
| Admin fee / account holder | $2,961 | $8,383-64.7% | $6,421-53.9% | $13,390-77.9% |