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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 | $122,322 | $126,113-3.0% | $116,096+5.4% | $155,188-21.2% |
| Participation rate | 53.8% | 75.1%-21.3pp | 73.3%-19.5pp | 80.8%-27.0pp |
| Annual return | 15.57% | 391.72%-376.2pp | 326.25%-310.7pp | 148.84%-133.3pp |
| Employer contribution / active EE | $3,001 | $2,672+12.3% | $2,503+19.9% | $4,248-29.4% |
| Participant deferral / active EE | $7,188 | $4,162+72.7% | $3,952+81.9% | $6,531+10.1% |
| Admin fee / account holder | $2,996 | $8,045-62.8% | $7,704-61.1% | $14,480-79.3% |