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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 | $74,841 | $111,535-32.9% | $105,223-28.9% | $137,256-45.5% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 17.95% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $29,977 | $3,939+661.0% | $3,689+712.7% | $4,156+621.3% |
| Participant deferral / active EE | $62,457 | $5,500+1035.6% | $5,072+1131.5% | $6,407+874.9% |
| Admin fee / account holder | $21,231 | $9,721+118.4% | $8,859+139.7% | $12,270+73.0% |