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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 | $118,093 | $148,623-20.5% | $135,974-13.2% | $139,466-15.3% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 16.22% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.4pp |
| Employer contribution / active EE | $4,546 | $5,246-13.4% | $4,859-6.4% | $4,754-4.4% |
| Participant deferral / active EE | $10,891 | $8,103+34.4% | $7,760+40.4% | $6,712+62.3% |
| Admin fee / account holder | $14,739 | $12,406+18.8% | $10,767+36.9% | $11,409+29.2% |