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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 | $111,021 | $217,432-48.9% | $185,849-40.3% | $167,536-33.7% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 9.59% | 148.42%-138.8pp | 122.10%-112.5pp | 478.82%-469.2pp |
| Employer contribution / active EE | $1,646 | $5,875-72.0% | $5,169-68.2% | $4,839-66.0% |
| Participant deferral / active EE | $6,401 | $6,357+0.7% | $5,569+14.9% | $6,342+0.9% |
| Admin fee / account holder | $1,808 | $19,818-90.9% | $16,244-88.9% | $12,315-85.3% |