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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 | $125,397 | $165,399-24.2% | $149,745-16.3% | $158,982-21.1% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 11.30% | 348.34%-337.0pp | 276.72%-265.4pp | 302.99%-291.7pp |
| Employer contribution / active EE | $2,360 | $5,105-53.8% | $4,646-49.2% | $4,763-50.4% |
| Participant deferral / active EE | $8,807 | $7,183+22.6% | $6,843+28.7% | $5,983+47.2% |
| Admin fee / account holder | $419 | $10,811-96.1% | $9,312-95.5% | $11,252-96.3% |