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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 | $117,790 | $162,821-27.7% | $133,978-12.1% | $158,982-25.9% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 14.41% | 41.95%-27.5pp | 45.10%-30.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $18,828 | $4,976+278.4% | $3,919+380.4% | $4,763+295.3% |
| Participant deferral / active EE | $9,721 | $5,910+64.5% | $5,047+92.6% | $5,983+62.5% |
| Admin fee / account holder | $7,792 | $11,742-33.6% | $8,930-12.7% | $11,252-30.8% |