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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 | $61,502 | $72,071-14.7% | $68,368-10.0% | $137,256-55.2% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.8%-4.5pp | 80.0%-10.7pp |
| Annual return | 14.97% | 353.14%-338.2pp | 292.57%-277.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $5,144 | $2,788+84.5% | $2,649+94.2% | $4,156+23.8% |
| Participant deferral / active EE | $5,478 | $4,410+24.2% | $4,123+32.9% | $6,407-14.5% |
| Admin fee / account holder | $1,616 | $5,336-69.7% | $5,150-68.6% | $12,270-86.8% |