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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 | $135,138 | $217,432-37.8% | $185,849-27.3% | $167,536-19.3% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 23.43% | 148.42%-125.0pp | 122.10%-98.7pp | 478.82%-455.4pp |
| Employer contribution / active EE | $6,605 | $5,875+12.4% | $5,169+27.8% | $4,839+36.5% |
| Participant deferral / active EE | $6,656 | $6,357+4.7% | $5,569+19.5% | $6,342+4.9% |
| Admin fee / account holder | $2,283 | $19,818-88.5% | $16,244-85.9% | $12,315-81.5% |