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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 | $78,064 | $225,673-65.4% | $203,872-61.7% | $155,188-49.7% |
| Participation rate | 37.5% | 80.3%-42.8pp | 77.8%-40.3pp | 80.8%-43.3pp |
| Annual return | 14.99% | 95.91%-80.9pp | 85.11%-70.1pp | 148.84%-133.8pp |
| Employer contribution / active EE | $7,023 | $4,099+71.4% | $3,757+86.9% | $4,248+65.3% |
| Participant deferral / active EE | $6,653 | $6,893-3.5% | $6,388+4.1% | $6,531+1.9% |
| Admin fee / account holder | $12,914 | $12,327+4.8% | $11,730+10.1% | $14,480-10.8% |