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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 | $112,617 | $198,457-43.3% | $170,435-33.9% | $147,586-23.7% |
| Participation rate | 61.5% | 88.0%-26.4pp | 83.6%-22.1pp | 82.8%-21.3pp |
| Annual return | 16.03% | 257.30%-241.3pp | 205.94%-189.9pp | 578.59%-562.6pp |
| Employer contribution / active EE | $4,359 | $6,183-29.5% | $5,432-19.8% | $4,876-10.6% |
| Participant deferral / active EE | $2,182 | $5,629-61.2% | $4,939-55.8% | $5,439-59.9% |
| Admin fee / account holder | $696 | $16,852-95.9% | $13,881-95.0% | $10,886-93.6% |