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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 | $99,575 | $183,592-45.8% | $155,574-36.0% | $145,877-31.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 14.01% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $3,059 | $5,317-42.5% | $4,676-34.6% | $4,663-34.4% |
| Participant deferral / active EE | $6,555 | $6,466+1.4% | $5,629+16.4% | $6,691-2.0% |
| Admin fee / account holder | $654 | $19,316-96.6% | $15,914-95.9% | $13,402-95.1% |