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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 | $65,147 | $166,242-60.8% | $165,071-60.5% | $145,884-55.3% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 17.37% | 100.44%-83.1pp | 70.17%-52.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $3,375 | $5,283-36.1% | $4,347-22.4% | $4,662-27.6% |
| Participant deferral / active EE | $5,497 | $6,964-21.1% | $6,035-8.9% | $6,690-17.8% |
| Admin fee / account holder | $7,838 | $16,658-53.0% | $12,695-38.3% | $13,392-41.5% |