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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 | $78,880 | $110,410-28.6% | $102,437-23.0% | $145,897-45.9% |
| Participation rate | 63.6% | 77.9%-14.3pp | 74.5%-10.9pp | 80.3%-16.7pp |
| Annual return | 12.34% | 24.85%-12.5pp | 24.95%-12.6pp | 552.29%-539.9pp |
| Employer contribution / active EE | $5,606 | $4,217+32.9% | $3,871+44.8% | $4,663+20.2% |
| Participant deferral / active EE | $8,908 | $5,622+58.5% | $5,060+76.1% | $6,689+33.2% |
| Admin fee / account holder | $10,393 | $9,745+6.6% | $8,388+23.9% | $13,390-22.4% |