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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 | $133,069 | $98,766+34.7% | $149,730-11.1% | $79,852+66.6% |
| Participation rate | 62.0% | 75.8%-13.8pp | 82.5%-20.5pp | 69.6%-7.6pp |
| Annual return | 75.88% | 27.43%+48.4pp | 276.70%-200.8pp | 31.72%+44.2pp |
| Employer contribution / active EE | $3,523 | $3,217+9.5% | $4,645-24.2% | $2,471+42.6% |
| Participant deferral / active EE | $6,886 | $5,681+21.2% | $6,843+0.6% | $3,740+84.1% |
| Admin fee / account holder | $655 | $6,052-89.2% | $9,310-93.0% | $5,306-87.7% |