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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 | $125,956 | $129,737-2.9% | $119,126+5.7% | $154,746-18.6% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 17.76% | 379.08%-361.3pp | 282.11%-264.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,867 | $4,375-34.5% | $4,034-28.9% | $4,379-34.5% |
| Participant deferral / active EE | $6,715 | $5,842+14.9% | $5,318+26.3% | $6,730-0.2% |
| Admin fee / account holder | $1,548 | $11,961-87.1% | $10,693-85.5% | $14,365-89.2% |