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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 | $83,033 | $111,535-25.6% | $105,223-21.1% | $137,256-39.5% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-16.0pp | 80.0%-20.9pp |
| Annual return | 20.66% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,185 | $3,939+6.2% | $3,689+13.5% | $4,156+0.7% |
| Participant deferral / active EE | $7,666 | $5,500+39.4% | $5,072+51.1% | $6,407+19.6% |
| Admin fee / account holder | $8,365 | $9,721-14.0% | $8,859-5.6% | $12,270-31.8% |