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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 | $66,777 | $166,131-59.8% | $164,975-59.5% | $145,877-54.2% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.39% | 100.37%-84.0pp | 70.12%-53.7pp | 551.28%-534.9pp |
| Employer contribution / active EE | $6,415 | $5,276+21.6% | $4,343+47.7% | $4,663+37.6% |
| Participant deferral / active EE | $14,346 | $6,962+106.1% | $6,033+137.8% | $6,691+114.4% |
| Admin fee / account holder | $17,706 | $16,648+6.4% | $12,688+39.5% | $13,402+32.1% |