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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 | $89,002 | $185,312-52.0% | $161,489-44.9% | $154,746-42.5% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 20.53% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $12,729 | $4,769+166.9% | $4,268+198.2% | $4,379+190.7% |
| Participant deferral / active EE | $7,807 | $6,350+23.0% | $5,630+38.7% | $6,730+16.0% |
| Admin fee / account holder | $1,086 | $18,654-94.2% | $16,006-93.2% | $14,365-92.4% |