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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 | $85,180 | $111,535-23.6% | $105,223-19.0% | $137,256-37.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 19.24% | 237.85%-218.6pp | 180.65%-161.4pp | 220.34%-201.1pp |
| Employer contribution / active EE | $6,665 | $3,939+69.2% | $3,689+80.7% | $4,156+60.4% |
| Participant deferral / active EE | $5,984 | $5,500+8.8% | $5,072+18.0% | $6,407-6.6% |
| Admin fee / account holder | $833 | $9,721-91.4% | $8,859-90.6% | $12,270-93.2% |