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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 | $134,817-17.9% | $123,973-10.7% | $155,188-28.7% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.7%-21.1pp | 80.8%-25.2pp |
| Annual return | 18.13% | 515.49%-497.4pp | 388.13%-370.0pp | 148.84%-130.7pp |
| Employer contribution / active EE | $3,248 | $4,425-26.6% | $4,126-21.3% | $4,248-23.5% |
| Participant deferral / active EE | $5,446 | $5,706-4.6% | $5,247+3.8% | $6,531-16.6% |
| Admin fee / account holder | $13,324 | $13,245+0.6% | $11,799+12.9% | $14,480-8.0% |