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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 | $83,407 | $183,627-54.6% | $155,602-46.4% | $145,978-42.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 11.96% | 61.32%-49.4pp | 64.81%-52.8pp | 550.52%-538.6pp |
| Employer contribution / active EE | $3,599 | $5,316-32.3% | $4,675-23.0% | $4,662-22.8% |
| Participant deferral / active EE | $6,934 | $6,466+7.2% | $5,629+23.2% | $6,690+3.6% |
| Admin fee / account holder | $10,001 | $19,327-48.3% | $15,923-37.2% | $13,400-25.4% |