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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 | $129,507 | $137,414-5.8% | $189,520-31.7% | $85,856+50.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 87.8%-21.1pp | 69.3%-2.7pp |
| Annual return | 15.81% | 38.14%-22.3pp | 555.25%-539.4pp | 318.58%-302.8pp |
| Employer contribution / active EE | $5,929 | $4,344+36.5% | $6,161-3.8% | $2,565+131.1% |
| Participant deferral / active EE | $6,962 | $6,260+11.2% | $8,220-15.3% | $3,952+76.2% |
| Admin fee / account holder | $3,747 | $8,630-56.6% | $12,046-68.9% | $6,261-40.1% |