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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 | $101,347 | $202,463-49.9% | $169,397-40.2% | $139,487-27.3% |
| Participation rate | 64.7% | 81.1%-16.4pp | 77.2%-12.5pp | 80.3%-15.6pp |
| Annual return | 15.38% | 532.64%-517.3pp | 406.23%-390.9pp | 373.84%-358.5pp |
| Employer contribution / active EE | $2,205 | $4,694-53.0% | $4,013-45.1% | $4,755-53.6% |
| Participant deferral / active EE | $4,856 | $6,941-30.0% | $6,223-22.0% | $6,713-27.7% |
| Admin fee / account holder | $11,180 | $10,726+4.2% | $9,017+24.0% | $11,407-2.0% |