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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 | $76,100 | $183,516-58.5% | $155,534-51.1% | $145,884-47.8% |
| Participation rate | 46.2% | 82.7%-36.6pp | 78.2%-32.1pp | 80.3%-34.1pp |
| Annual return | 14.34% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $3,025 | $5,315-43.1% | $4,675-35.3% | $4,662-35.1% |
| Participant deferral / active EE | $6,903 | $6,467+6.8% | $5,630+22.6% | $6,690+3.2% |
| Admin fee / account holder | $1,735 | $19,293-91.0% | $15,900-89.1% | $13,392-87.0% |