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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 | $118,227 | $202,440-41.6% | $169,390-30.2% | $139,466-15.2% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 22.13% | 532.36%-510.2pp | 406.07%-383.9pp | 373.66%-351.5pp |
| Employer contribution / active EE | $6,400 | $4,693+36.4% | $4,013+59.5% | $4,754+34.6% |
| Participant deferral / active EE | $10,744 | $6,940+54.8% | $6,222+72.7% | $6,712+60.1% |
| Admin fee / account holder | $921 | $10,722-91.4% | $9,015-89.8% | $11,409-91.9% |