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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 | $149,040-23.4% | $120,225-5.1% | $137,256-16.8% |
| Participation rate | 60.0% | 75.4%-15.4pp | 69.6%-9.6pp | 80.0%-20.0pp |
| Annual return | 18.87% | 605.68%-586.8pp | 439.23%-420.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,434 | $4,350+24.9% | $3,475+56.3% | $4,156+30.7% |
| Participant deferral / active EE | $4,807 | $4,655+3.3% | $3,999+20.2% | $6,407-25.0% |
| Admin fee / account holder | $712 | $6,348-88.8% | $5,696-87.5% | $12,270-94.2% |