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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 | $76,484 | $211,288-63.8% | $178,540-57.2% | $145,884-47.6% |
| Participation rate | 69.2% | 80.8%-11.6pp | 77.1%-7.9pp | 80.3%-11.1pp |
| Annual return | 18.72% | 30.27%-11.6pp | 27.15%-8.4pp | 551.85%-533.1pp |
| Employer contribution / active EE | $5,894 | $4,574+28.9% | $3,953+49.1% | $4,662+26.4% |
| Participant deferral / active EE | $5,647 | $6,967-18.9% | $6,281-10.1% | $6,690-15.6% |
| Admin fee / account holder | $6,723 | $12,105-44.5% | $10,424-35.5% | $13,392-49.8% |