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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 | $81,635 | $148,629-45.1% | $135,982-40.0% | $139,487-41.5% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 18.77% | 79.33%-60.6pp | 68.32%-49.5pp | 373.84%-355.1pp |
| Employer contribution / active EE | $4,218 | $5,247-19.6% | $4,859-13.2% | $4,755-11.3% |
| Participant deferral / active EE | $12,896 | $8,102+59.2% | $7,760+66.2% | $6,713+92.1% |
| Admin fee / account holder | $3,087 | $12,406-75.1% | $10,767-71.3% | $11,407-72.9% |