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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 | $119,352 | $165,351-27.8% | $149,710-20.3% | $158,931-24.9% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 20.69% | 348.19%-327.5pp | 276.63%-255.9pp | 302.86%-282.2pp |
| Employer contribution / active EE | $6,204 | $5,103+21.6% | $4,645+33.6% | $4,761+30.3% |
| Participant deferral / active EE | $5,679 | $7,181-20.9% | $6,842-17.0% | $5,982-5.1% |
| Admin fee / account holder | $1,125 | $10,807-89.6% | $9,309-87.9% | $11,247-90.0% |