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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 | $73,357 | $89,370-17.9% | $141,197-48.0% | $72,976+0.5% |
| Participation rate | 68.6% | 75.1%-6.6pp | 82.5%-13.9pp | 69.5%-0.9pp |
| Annual return | 24.39% | 111.88%-87.5pp | 71.41%-47.0pp | 81.02%-56.6pp |
| Employer contribution / active EE | $4,542 | $3,115+45.8% | $4,736-4.1% | $2,440+86.2% |
| Participant deferral / active EE | $8,721 | $5,419+60.9% | $6,710+30.0% | $3,608+141.7% |
| Admin fee / account holder | $11,370 | $5,957+90.9% | $10,265+10.8% | $5,124+121.9% |