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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 | $106,117 | $111,830-5.1% | $93,696+13.3% | $145,884-27.3% |
| Participation rate | 59.1% | 74.2%-15.1pp | 68.7%-9.6pp | 80.3%-21.2pp |
| Annual return | 17.39% | 204.08%-186.7pp | 133.74%-116.4pp | 551.85%-534.5pp |
| Employer contribution / active EE | $2,430 | $3,093-21.4% | $2,422+0.3% | $4,662-47.9% |
| Participant deferral / active EE | $5,643 | $4,920+14.7% | $4,417+27.8% | $6,690-15.7% |
| Admin fee / account holder | $1,640 | $10,249-84.0% | $8,287-80.2% | $13,392-87.8% |