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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 | $134,817-21.4% | $123,973-14.5% | $155,188-31.7% |
| Participation rate | 53.3% | 79.4%-26.1pp | 76.7%-23.3pp | 80.8%-27.5pp |
| Annual return | 27.82% | 515.49%-487.7pp | 388.13%-360.3pp | 148.84%-121.0pp |
| Employer contribution / active EE | $4,032 | $4,425-8.9% | $4,126-2.3% | $4,248-5.1% |
| Participant deferral / active EE | $6,149 | $5,706+7.8% | $5,247+17.2% | $6,531-5.9% |
| Admin fee / account holder | $1,379 | $13,245-89.6% | $11,799-88.3% | $14,480-90.5% |