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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 | $118,249 | $72,071+64.1% | $68,368+73.0% | $137,256-13.8% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 16.15% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,760 | $2,788-1.0% | $2,649+4.2% | $4,156-33.6% |
| Participant deferral / active EE | $4,557 | $4,410+3.3% | $4,123+10.5% | $6,407-28.9% |
| Admin fee / account holder | $1,141 | $5,336-78.6% | $5,150-77.9% | $12,270-90.7% |