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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 | $100,190 | $129,737-22.8% | $119,126-15.9% | $154,746-35.3% |
| Participation rate | 55.6% | 78.9%-23.3pp | 75.8%-20.2pp | 80.7%-25.1pp |
| Annual return | 16.96% | 379.08%-362.1pp | 282.11%-265.1pp | 172.34%-155.4pp |
| Employer contribution / active EE | $5,180 | $4,375+18.4% | $4,034+28.4% | $4,379+18.3% |
| Participant deferral / active EE | $10,103 | $5,842+72.9% | $5,318+90.0% | $6,730+50.1% |
| Admin fee / account holder | $2,211 | $11,961-81.5% | $10,693-79.3% | $14,365-84.6% |