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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 | $134,817-24.2% | $123,973-17.5% | $155,188-34.1% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 39.02% | 515.49%-476.5pp | 388.13%-349.1pp | 148.84%-109.8pp |
| Employer contribution / active EE | $4,046 | $4,425-8.6% | $4,126-1.9% | $4,248-4.7% |
| Participant deferral / active EE | $8,398 | $5,706+47.2% | $5,247+60.1% | $6,531+28.6% |
| Admin fee / account holder | $1,273 | $13,245-90.4% | $11,799-89.2% | $14,480-91.2% |