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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 | $101,963 | $162,529-37.3% | $130,788-22.0% | $154,746-34.1% |
| Participation rate | 60.0% | 75.9%-15.9pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 13.79% | 510.48%-496.7pp | 386.44%-372.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $5,162 | $4,447+16.1% | $3,558+45.1% | $4,379+17.9% |
| Participant deferral / active EE | $8,202 | $4,808+70.6% | $4,137+98.3% | $6,730+21.9% |
| Admin fee / account holder | $378 | $7,669-95.1% | $6,673-94.3% | $14,365-97.4% |