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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 | $100,228 | $102,595-2.3% | $94,057+6.6% | $154,746-35.2% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 80.7%-22.4pp |
| Annual return | 20.12% | 583.42%-563.3pp | 480.62%-460.5pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,629 | $3,147-16.5% | $2,933-10.4% | $4,379-40.0% |
| Participant deferral / active EE | $3,874 | $5,118-24.3% | $4,709-17.7% | $6,730-42.4% |
| Admin fee / account holder | $7,252 | $7,736-6.3% | $7,244+0.1% | $14,365-49.5% |