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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 | $80,527 | $212,386-62.1% | $199,883-59.7% | $138,895-42.0% |
| Participation rate | 57.1% | 87.4%-30.2pp | 86.8%-29.6pp | 79.9%-22.8pp |
| Annual return | 13.88% | 47.75%-33.9pp | 43.81%-29.9pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,254 | $6,625-50.9% | $6,261-48.0% | $4,194-22.4% |
| Participant deferral / active EE | $7,181 | $9,617-25.3% | $9,138-21.4% | $6,396+12.3% |
| Admin fee / account holder | $690 | $18,233-96.2% | $17,268-96.0% | $12,562-94.5% |