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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 | $134,872 | $166,242-18.9% | $165,071-18.3% | $145,884-7.5% |
| Participation rate | 64.7% | 82.0%-17.3pp | 78.6%-13.9pp | 80.3%-15.6pp |
| Annual return | 15.75% | 100.44%-84.7pp | 70.17%-54.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $2,295 | $5,283-56.6% | $4,347-47.2% | $4,662-50.8% |
| Participant deferral / active EE | $6,752 | $6,964-3.0% | $6,035+11.9% | $6,690+0.9% |
| Admin fee / account holder | $15,063 | $16,658-9.6% | $12,695+18.7% | $13,392+12.5% |