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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 | $97,918 | $112,933-13.3% | $90,970+7.6% | $158,982-38.4% |
| Participation rate | 68.4% | 74.7%-6.3pp | 69.0%-0.6pp | 82.0%-13.5pp |
| Annual return | 13.16% | 215.82%-202.7pp | 134.60%-121.4pp | 302.99%-289.8pp |
| Employer contribution / active EE | $3,146 | $2,893+8.7% | $2,122+48.2% | $4,763-34.0% |
| Participant deferral / active EE | $4,900 | $4,128+18.7% | $3,373+45.3% | $5,983-18.1% |
| Admin fee / account holder | $1,553 | $8,047-80.7% | $5,961-74.0% | $11,252-86.2% |