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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 | $92,114 | $174,379-47.2% | $152,093-39.4% | $138,895-33.7% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 45.91% | 74.86%-28.9pp | 66.36%-20.4pp | 145.39%-99.5pp |
| Employer contribution / active EE | $11,377 | $4,652+144.6% | $4,175+172.5% | $4,194+171.3% |
| Participant deferral / active EE | $9,416 | $6,159+52.9% | $5,451+72.7% | $6,396+47.2% |
| Admin fee / account holder | $5,575 | $16,880-67.0% | $14,497-61.5% | $12,562-55.6% |