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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 | $107,787 | $148,629-27.5% | $135,982-20.7% | $139,487-22.7% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 16.58% | 79.33%-62.7pp | 68.32%-51.7pp | 373.84%-357.3pp |
| Employer contribution / active EE | $5,250 | $5,247+0.1% | $4,859+8.0% | $4,755+10.4% |
| Participant deferral / active EE | $8,705 | $8,102+7.4% | $7,760+12.2% | $6,713+29.7% |
| Admin fee / account holder | $5,569 | $12,406-55.1% | $10,767-48.3% | $11,407-51.2% |