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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 | $71,474 | $102,547-30.3% | $78,210-8.6% | $147,585-51.6% |
| Participation rate | 68.4% | 74.4%-6.0pp | 68.7%-0.3pp | 82.8%-14.4pp |
| Annual return | 20.66% | 51.08%-30.4pp | 40.90%-20.2pp | 578.58%-557.9pp |
| Employer contribution / active EE | $3,417 | $2,617+30.6% | $2,034+68.0% | $4,876-29.9% |
| Participant deferral / active EE | $8,586 | $3,481+146.6% | $2,823+204.2% | $5,439+57.9% |
| Admin fee / account holder | $11,402 | $5,059+125.4% | $3,758+203.4% | $10,886+4.7% |