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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 | $100,058 | $165,399-39.5% | $149,745-33.2% | $158,982-37.1% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 22.42% | 348.34%-325.9pp | 276.72%-254.3pp | 302.99%-280.6pp |
| Employer contribution / active EE | $1,846 | $5,105-63.8% | $4,646-60.3% | $4,763-61.3% |
| Participant deferral / active EE | $7,638 | $7,183+6.3% | $6,843+11.6% | $5,983+27.7% |
| Admin fee / account holder | $521 | $10,811-95.2% | $9,312-94.4% | $11,252-95.4% |