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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 | $131,945 | $185,883-29.0% | $170,043-22.4% | $139,466-5.4% |
| Participation rate | 61.5% | 87.8%-26.2pp | 87.0%-25.5pp | 80.3%-18.8pp |
| Annual return | 14.36% | 60.54%-46.2pp | 53.40%-39.0pp | 373.66%-359.3pp |
| Employer contribution / active EE | $3,003 | $7,596-60.5% | $6,790-55.8% | $4,754-36.8% |
| Participant deferral / active EE | $6,927 | $11,626-40.4% | $10,410-33.5% | $6,712+3.2% |
| Admin fee / account holder | $331 | $15,393-97.9% | $12,824-97.4% | $11,409-97.1% |