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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 | $111,535-4.9% | $105,223+0.8% | $137,256-22.8% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 27.82% | 237.85%-210.0pp | 180.65%-152.8pp | 220.34%-192.5pp |
| Employer contribution / active EE | $4,032 | $3,939+2.4% | $3,689+9.3% | $4,156-3.0% |
| Participant deferral / active EE | $6,149 | $5,500+11.8% | $5,072+21.2% | $6,407-4.0% |
| Admin fee / account holder | $1,379 | $9,721-85.8% | $8,859-84.4% | $12,270-88.8% |