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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 | $132,787 | $197,625-32.8% | $177,840-25.3% | $158,966-16.5% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 13.27% | 58.76%-45.5pp | 48.32%-35.1pp | 302.95%-289.7pp |
| Employer contribution / active EE | $3,065 | $6,698-54.2% | $5,919-48.2% | $4,762-35.6% |
| Participant deferral / active EE | $6,628 | $8,405-21.1% | $7,714-14.1% | $5,983+10.8% |
| Admin fee / account holder | $773 | $15,405-95.0% | $12,431-93.8% | $11,250-93.1% |