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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 | $110,466 | $162,136-31.9% | $152,301-27.5% | $154,746-28.6% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 76.11% | 91.02%-14.9pp | 80.50%-4.4pp | 172.34%-96.2pp |
| Employer contribution / active EE | $4,308 | $4,890-11.9% | $4,624-6.9% | $4,379-1.6% |
| Participant deferral / active EE | $10,574 | $8,341+26.8% | $8,004+32.1% | $6,730+57.1% |
| Admin fee / account holder | $2,216 | $15,759-85.9% | $14,398-84.6% | $14,365-84.6% |