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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 | $100,444 | $165,399-39.3% | $149,745-32.9% | $158,982-36.8% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 24.38% | 348.34%-324.0pp | 276.72%-252.3pp | 302.99%-278.6pp |
| Employer contribution / active EE | $1,441 | $5,105-71.8% | $4,646-69.0% | $4,763-69.7% |
| Participant deferral / active EE | $8,541 | $7,183+18.9% | $6,843+24.8% | $5,983+42.7% |
| Admin fee / account holder | $881 | $10,811-91.9% | $9,312-90.5% | $11,252-92.2% |