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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 | $95,099 | $172,111-44.7% | $150,298-36.7% | $137,256-30.7% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 19.69% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $8,325 | $4,636+79.6% | $4,154+100.4% | $4,156+100.3% |
| Participant deferral / active EE | $8,624 | $6,166+39.9% | $5,453+58.2% | $6,407+34.6% |
| Admin fee / account holder | $405 | $16,471-97.5% | $14,116-97.1% | $12,270-96.7% |