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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 | $104,764 | $165,381-36.7% | $149,730-30.0% | $158,966-34.1% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.9pp |
| Annual return | 13.35% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $3,190 | $5,104-37.5% | $4,645-31.3% | $4,762-33.0% |
| Participant deferral / active EE | $6,924 | $7,182-3.6% | $6,843+1.2% | $5,983+15.7% |
| Admin fee / account holder | $18,823 | $10,809+74.1% | $9,310+102.2% | $11,250+67.3% |