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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 | $85,651 | $212,386-59.7% | $199,883-57.1% | $138,895-38.3% |
| Participation rate | 33.3% | 87.4%-54.0pp | 86.8%-53.4pp | 79.9%-46.6pp |
| Annual return | 20.50% | 47.75%-27.2pp | 43.81%-23.3pp | 145.39%-124.9pp |
| Employer contribution / active EE | $4,874 | $6,625-26.4% | $6,261-22.2% | $4,194+16.2% |
| Participant deferral / active EE | $10,990 | $9,617+14.3% | $9,138+20.3% | $6,396+71.8% |
| Admin fee / account holder | $1,781 | $18,233-90.2% | $17,268-89.7% | $12,562-85.8% |