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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 | $196,972-43.9% | $182,262-39.4% | $198,609-44.4% |
| Participation rate | 68.8% | 85.7%-16.9pp | 84.2%-15.5pp | 82.4%-13.6pp |
| Annual return | 76.11% | 158.27%-82.2pp | 140.60%-64.5pp | 202.70%-126.6pp |
| Employer contribution / active EE | $4,308 | $5,364-19.7% | $5,046-14.6% | $5,055-14.8% |
| Participant deferral / active EE | $10,574 | $8,643+22.3% | $8,276+27.8% | $6,977+51.6% |
| Admin fee / account holder | $2,216 | $18,429-88.0% | $16,712-86.7% | $19,030-88.4% |