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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 | $111,090 | $102,595+8.3% | $94,057+18.1% | $154,746-28.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 16.75% | 583.42%-566.7pp | 480.62%-463.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,369 | $3,147+7.0% | $2,933+14.8% | $4,379-23.1% |
| Participant deferral / active EE | $3,369 | $5,118-34.2% | $4,709-28.5% | $6,730-50.0% |
| Admin fee / account holder | $709 | $7,736-90.8% | $7,244-90.2% | $14,365-95.1% |