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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 | $88,021 | $212,386-58.6% | $199,883-56.0% | $138,895-36.6% |
| Participation rate | 16.7% | 87.4%-70.7pp | 86.8%-70.1pp | 79.9%-63.3pp |
| Annual return | 16.58% | 47.75%-31.2pp | 43.81%-27.2pp | 145.39%-128.8pp |
| Employer contribution / active EE | $14,756 | $6,625+122.7% | $6,261+135.7% | $4,194+251.8% |
| Participant deferral / active EE | $21,491 | $9,617+123.5% | $9,138+135.2% | $6,396+236.0% |
| Admin fee / account holder | $13,344 | $18,233-26.8% | $17,268-22.7% | $12,562+6.2% |