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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 | $106,016 | $129,737-18.3% | $119,126-11.0% | $154,746-31.5% |
| Participation rate | 53.3% | 78.9%-25.5pp | 75.8%-22.4pp | 80.7%-27.4pp |
| Annual return | 27.82% | 379.08%-351.3pp | 282.11%-254.3pp | 172.34%-144.5pp |
| Employer contribution / active EE | $4,032 | $4,375-7.8% | $4,0340% | $4,379-7.9% |
| Participant deferral / active EE | $6,149 | $5,842+5.3% | $5,318+15.6% | $6,730-8.6% |
| Admin fee / account holder | $1,379 | $11,961-88.5% | $10,693-87.1% | $14,365-90.4% |