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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 | $134,070 | $162,136-17.3% | $152,301-12.0% | $154,746-13.4% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 16.99% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $4,780 | $4,890-2.2% | $4,624+3.4% | $4,379+9.2% |
| Participant deferral / active EE | $15,675 | $8,341+87.9% | $8,004+95.8% | $6,730+132.9% |
| Admin fee / account holder | $25,526 | $15,759+62.0% | $14,398+77.3% | $14,365+77.7% |