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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 | $117,358 | $185,883-36.9% | $170,043-31.0% | $139,466-15.9% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 49.57% | 60.54%-11.0pp | 53.40%-3.8pp | 373.66%-324.1pp |
| Employer contribution / active EE | $3,627 | $7,596-52.3% | $6,790-46.6% | $4,754-23.7% |
| Participant deferral / active EE | $6,614 | $11,626-43.1% | $10,410-36.5% | $6,712-1.5% |
| Admin fee / account holder | $447 | $15,393-97.1% | $12,824-96.5% | $11,409-96.1% |