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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 | $102,244 | $111,535-8.3% | $105,223-2.8% | $137,256-25.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 39.02% | 237.85%-198.8pp | 180.65%-141.6pp | 220.34%-181.3pp |
| Employer contribution / active EE | $4,046 | $3,939+2.7% | $3,689+9.7% | $4,156-2.6% |
| Participant deferral / active EE | $8,398 | $5,500+52.7% | $5,072+65.6% | $6,407+31.1% |
| Admin fee / account holder | $1,273 | $9,721-86.9% | $8,859-85.6% | $12,270-89.6% |