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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 | $69,378 | $183,592-62.2% | $155,574-55.4% | $145,877-52.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 18.13% | 61.37%-43.2pp | 64.87%-46.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $3,218 | $5,317-39.5% | $4,676-31.2% | $4,663-31.0% |
| Participant deferral / active EE | $7,400 | $6,466+14.4% | $5,629+31.5% | $6,691+10.6% |
| Admin fee / account holder | $2,472 | $19,316-87.2% | $15,914-84.5% | $13,402-81.6% |