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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 | $134,817-25.7% | $123,973-19.2% | $155,188-35.4% |
| Participation rate | 55.6% | 79.4%-23.8pp | 76.7%-21.1pp | 80.8%-25.2pp |
| Annual return | 16.96% | 515.49%-498.5pp | 388.13%-371.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $5,180 | $4,425+17.1% | $4,126+25.6% | $4,248+21.9% |
| Participant deferral / active EE | $10,103 | $5,706+77.0% | $5,247+92.5% | $6,531+54.7% |
| Admin fee / account holder | $2,211 | $13,245-83.3% | $11,799-81.3% | $14,480-84.7% |