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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 | $46,761 | $217,427-78.5% | $185,837-74.8% | $167,518-72.1% |
| Participation rate | 65.0% | 86.0%-21.0pp | 81.7%-16.7pp | 82.1%-17.1pp |
| Annual return | 15.87% | 148.39%-132.5pp | 122.08%-106.2pp | 478.71%-462.8pp |
| Employer contribution / active EE | $7,826 | $5,874+33.2% | $5,168+51.4% | $4,838+61.7% |
| Participant deferral / active EE | $7,511 | $6,357+18.2% | $5,568+34.9% | $6,342+18.4% |
| Admin fee / account holder | $2,522 | $19,816-87.3% | $16,241-84.5% | $12,312-79.5% |