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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 | $118,876 | $226,090-47.4% | $182,531-34.9% | $152,885-22.2% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.0%-15.5pp | 82.5%-20.0pp |
| Annual return | 23.77% | 192.57%-168.8pp | 148.57%-124.8pp | 345.39%-321.6pp |
| Employer contribution / active EE | $887 | $4,978-82.2% | $4,075-78.2% | $4,763-81.4% |
| Participant deferral / active EE | $3,644 | $6,369-42.8% | $5,525-34.0% | $5,851-37.7% |
| Admin fee / account holder | $3,183 | $10,705-70.3% | $8,593-63.0% | $11,598-72.6% |