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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 | $92,970 | $111,535-16.6% | $105,223-11.6% | $137,256-32.3% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 21.92% | 237.85%-215.9pp | 180.65%-158.7pp | 220.34%-198.4pp |
| Employer contribution / active EE | $4,275 | $3,939+8.5% | $3,689+15.9% | $4,156+2.9% |
| Participant deferral / active EE | $5,725 | $5,500+4.1% | $5,072+12.9% | $6,407-10.6% |
| Admin fee / account holder | $556 | $9,721-94.3% | $8,859-93.7% | $12,270-95.5% |