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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 | $91,013 | $126,519-28.1% | $106,201-14.3% | $145,959-37.6% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 26.87% | 225.10%-198.2pp | 116.26%-89.4pp | 561.95%-535.1pp |
| Employer contribution / active EE | $3,840 | $3,726+3.1% | $3,170+21.2% | $4,661-17.6% |
| Participant deferral / active EE | $9,337 | $5,716+63.4% | $5,012+86.3% | $6,689+39.6% |
| Admin fee / account holder | $6,387 | $17,312-63.1% | $11,039-42.1% | $13,398-52.3% |