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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 | $96,770 | $165,381-41.5% | $149,730-35.4% | $158,966-39.1% |
| Participation rate | 68.4% | 84.6%-16.2pp | 82.5%-14.1pp | 82.0%-13.5pp |
| Annual return | 32.46% | 348.29%-315.8pp | 276.70%-244.2pp | 302.95%-270.5pp |
| Employer contribution / active EE | $5,474 | $5,104+7.2% | $4,645+17.8% | $4,762+14.9% |
| Participant deferral / active EE | $7,707 | $7,182+7.3% | $6,843+12.6% | $5,983+28.8% |
| Admin fee / account holder | $16,468 | $10,809+52.3% | $9,310+76.9% | $11,250+46.4% |