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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 | $116,218 | $129,737-10.4% | $119,126-2.4% | $154,746-24.9% |
| Participation rate | 57.1% | 78.9%-21.7pp | 75.8%-18.6pp | 80.7%-23.6pp |
| Annual return | 17.56% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.8pp |
| Employer contribution / active EE | $2,590 | $4,375-40.8% | $4,034-35.8% | $4,379-40.9% |
| Participant deferral / active EE | $6,911 | $5,842+18.3% | $5,318+29.9% | $6,730+2.7% |
| Admin fee / account holder | $9,639 | $11,961-19.4% | $10,693-9.9% | $14,365-32.9% |