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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 | $96,466 | $183,592-47.5% | $155,574-38.0% | $145,877-33.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.60% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $5,039 | $5,317-5.2% | $4,676+7.8% | $4,663+8.1% |
| Participant deferral / active EE | $8,441 | $6,466+30.6% | $5,629+50.0% | $6,691+26.2% |
| Admin fee / account holder | $423 | $19,316-97.8% | $15,914-97.3% | $13,402-96.8% |