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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 | $72,336 | $165,399-56.3% | $149,745-51.7% | $158,982-54.5% |
| Participation rate | 59.1% | 84.6%-25.5pp | 82.5%-23.4pp | 82.0%-22.9pp |
| Annual return | 14.74% | 348.34%-333.6pp | 276.72%-262.0pp | 302.99%-288.3pp |
| Employer contribution / active EE | $2,830 | $5,105-44.6% | $4,646-39.1% | $4,763-40.6% |
| Participant deferral / active EE | $7,328 | $7,183+2.0% | $6,843+7.1% | $5,983+22.5% |
| Admin fee / account holder | $2,693 | $10,811-75.1% | $9,312-71.1% | $11,252-76.1% |