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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 | $114,152 | $162,529-29.8% | $130,788-12.7% | $154,746-26.2% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 18.87% | 510.48%-491.6pp | 386.44%-367.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $5,434 | $4,447+22.2% | $3,558+52.7% | $4,379+24.1% |
| Participant deferral / active EE | $4,807 | $4,8080% | $4,137+16.2% | $6,730-28.6% |
| Admin fee / account holder | $712 | $7,669-90.7% | $6,673-89.3% | $14,365-95.0% |