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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 | $85,155 | $183,592-53.6% | $155,574-45.3% | $145,877-41.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 26.48% | 61.37%-34.9pp | 64.87%-38.4pp | 551.28%-524.8pp |
| Employer contribution / active EE | $2,021 | $5,317-62.0% | $4,676-56.8% | $4,663-56.7% |
| Participant deferral / active EE | $7,764 | $6,466+20.1% | $5,629+37.9% | $6,691+16.0% |
| Admin fee / account holder | $6,700 | $19,316-65.3% | $15,914-57.9% | $13,402-50.0% |