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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 | $134,308 | $174,379-23.0% | $152,093-11.7% | $138,895-3.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 18.52% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.9pp |
| Employer contribution / active EE | $8,853 | $4,652+90.3% | $4,175+112.1% | $4,194+111.1% |
| Participant deferral / active EE | $6,560 | $6,159+6.5% | $5,451+20.3% | $6,396+2.6% |
| Admin fee / account holder | $489 | $16,880-97.1% | $14,497-96.6% | $12,562-96.1% |