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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 | $110,726 | $114,119-3.0% | $107,187+3.3% | $138,895-20.3% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 18.13% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $3,248 | $4,059-20.0% | $3,782-14.1% | $4,194-22.6% |
| Participant deferral / active EE | $5,446 | $5,538-1.7% | $5,096+6.9% | $6,396-14.9% |
| Admin fee / account holder | $13,324 | $10,024+32.9% | $9,162+45.4% | $12,562+6.1% |