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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 | $111,535-0.7% | $105,223+5.2% | $137,256-19.3% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 18.13% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $3,248 | $3,939-17.5% | $3,689-11.9% | $4,156-21.8% |
| Participant deferral / active EE | $5,446 | $5,500-1.0% | $5,072+7.4% | $6,407-15.0% |
| Admin fee / account holder | $13,324 | $9,721+37.1% | $8,859+50.4% | $12,270+8.6% |