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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 | $120,551 | $134,817-10.6% | $123,973-2.8% | $155,188-22.3% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 17.20% | 515.49%-498.3pp | 388.13%-370.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,652 | $4,425-40.1% | $4,126-35.7% | $4,248-37.6% |
| Participant deferral / active EE | $8,452 | $5,706+48.1% | $5,247+61.1% | $6,531+29.4% |
| Admin fee / account holder | $3,044 | $13,245-77.0% | $11,799-74.2% | $14,480-79.0% |