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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 | $102,023 | $114,119-10.6% | $107,187-4.8% | $138,895-26.5% |
| Participation rate | 68.8% | 78.1%-9.3pp | 75.0%-6.3pp | 79.9%-11.2pp |
| Annual return | 13.27% | 273.21%-259.9pp | 204.55%-191.3pp | 145.39%-132.1pp |
| Employer contribution / active EE | $3,010 | $4,059-25.8% | $3,782-20.4% | $4,194-28.2% |
| Participant deferral / active EE | $12,170 | $5,538+119.8% | $5,096+138.8% | $6,396+90.3% |
| Admin fee / account holder | $12,795 | $10,024+27.7% | $9,162+39.7% | $12,562+1.9% |