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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 | $126,464 | $129,737-2.5% | $119,126+6.2% | $154,746-18.3% |
| Participation rate | 57.9% | 78.9%-21.0pp | 75.8%-17.9pp | 80.7%-22.8pp |
| Annual return | 13.04% | 379.08%-366.0pp | 282.11%-269.1pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,128 | $4,375-51.4% | $4,034-47.2% | $4,379-51.4% |
| Participant deferral / active EE | $5,563 | $5,842-4.8% | $5,318+4.6% | $6,730-17.3% |
| Admin fee / account holder | $1,292 | $11,961-89.2% | $10,693-87.9% | $14,365-91.0% |