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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 | $96,437 | $154,228-37.5% | $145,433-33.7% | $137,256-29.7% |
| Participation rate | 69.2% | 83.8%-14.6pp | 82.1%-12.9pp | 80.0%-10.7pp |
| Annual return | 19.52% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $11,621 | $4,804+141.9% | $4,554+155.2% | $4,156+179.6% |
| Participant deferral / active EE | $10,826 | $8,216+31.8% | $7,897+37.1% | $6,407+69.0% |
| Admin fee / account holder | $3,638 | $14,344-74.6% | $13,129-72.3% | $12,270-70.4% |