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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 | $63,526 | $157,276-59.6% | $141,177-55.0% | $152,885-58.4% |
| Participation rate | 58.3% | 84.8%-26.5pp | 82.5%-24.1pp | 82.5%-24.1pp |
| Annual return | 16.08% | 64.33%-48.3pp | 71.40%-55.3pp | 345.39%-329.3pp |
| Employer contribution / active EE | $3,926 | $5,262-25.4% | $4,736-17.1% | $4,763-17.6% |
| Participant deferral / active EE | $8,082 | $7,110+13.7% | $6,710+20.5% | $5,851+38.1% |
| Admin fee / account holder | $14,180 | $12,123+17.0% | $10,263+38.2% | $11,598+22.3% |