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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 | $116,403 | $129,737-10.3% | $119,126-2.3% | $154,746-24.8% |
| Participation rate | 63.2% | 78.9%-15.7pp | 75.8%-12.6pp | 80.7%-17.5pp |
| Annual return | 16.60% | 379.08%-362.5pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,290 | $4,375-47.7% | $4,034-43.2% | $4,379-47.7% |
| Participant deferral / active EE | $4,749 | $5,842-18.7% | $5,318-10.7% | $6,730-29.4% |
| Admin fee / account holder | $3,386 | $11,961-71.7% | $10,693-68.3% | $14,365-76.4% |