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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 | $129,357 | $148,582-12.9% | $135,942-4.8% | $139,456-7.2% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 22.11% | 79.26%-57.1pp | 68.28%-46.2pp | 373.45%-351.3pp |
| Employer contribution / active EE | $5,036 | $5,245-4.0% | $4,858+3.7% | $4,753+6.0% |
| Participant deferral / active EE | $10,695 | $8,101+32.0% | $7,759+37.8% | $6,711+59.4% |
| Admin fee / account holder | $5,773 | $12,402-53.5% | $10,764-46.4% | $11,407-49.4% |