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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 | $163,746 | $217,432-24.7% | $185,851-11.9% | $167,553-2.3% |
| Participation rate | 53.3% | 86.1%-32.7pp | 81.7%-28.4pp | 82.1%-28.8pp |
| Annual return | 10.53% | 148.43%-137.9pp | 122.11%-111.6pp | 478.89%-468.4pp |
| Employer contribution / active EE | $3,058 | $5,874-48.0% | $5,168-40.8% | $4,840-36.8% |
| Participant deferral / active EE | $7,824 | $6,357+23.1% | $5,569+40.5% | $6,343+23.4% |
| Admin fee / account holder | $6,612 | $19,820-66.6% | $16,245-59.3% | $12,316-46.3% |