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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 | $127,944 | $129,737-1.4% | $119,126+7.4% | $154,746-17.3% |
| Participation rate | 52.4% | 78.9%-26.5pp | 75.8%-23.4pp | 80.7%-28.3pp |
| Annual return | 18.49% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,583 | $4,375-41.0% | $4,034-36.0% | $4,379-41.0% |
| Participant deferral / active EE | $5,648 | $5,842-3.3% | $5,318+6.2% | $6,730-16.1% |
| Admin fee / account holder | $1,504 | $11,961-87.4% | $10,693-85.9% | $14,365-89.5% |