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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 | $208,088-62.5% | $186,193-58.1% | $154,746-49.6% |
| Participation rate | 37.5% | 80.0%-42.5pp | 77.1%-39.6pp | 80.7%-43.2pp |
| Annual return | 14.99% | 89.97%-75.0pp | 78.03%-63.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $7,023 | $4,340+61.8% | $3,918+79.2% | $4,379+60.4% |
| Participant deferral / active EE | $6,653 | $7,078-6.0% | $6,513+2.1% | $6,730-1.2% |
| Admin fee / account holder | $12,914 | $11,698+10.4% | $11,058+16.8% | $14,365-10.1% |