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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 | $113,234 | $125,778-10.0% | $114,563-1.2% | $154,746-26.8% |
| Participation rate | 52.6% | 75.2%-22.6pp | 72.9%-20.3pp | 80.7%-28.1pp |
| Annual return | 15.11% | 295.14%-280.0pp | 241.09%-226.0pp | 172.34%-157.2pp |
| Employer contribution / active EE | $5,012 | $2,806+78.6% | $2,592+93.4% | $4,379+14.5% |
| Participant deferral / active EE | $5,915 | $4,445+33.1% | $4,142+42.8% | $6,730-12.1% |
| Admin fee / account holder | $1,907 | $8,190-76.7% | $7,623-75.0% | $14,365-86.7% |