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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 | $162,136-40.5% | $152,301-36.7% | $154,746-37.7% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 19.52% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $11,621 | $4,890+137.6% | $4,624+151.3% | $4,379+165.4% |
| Participant deferral / active EE | $10,826 | $8,341+29.8% | $8,004+35.3% | $6,730+60.9% |
| Admin fee / account holder | $3,638 | $15,759-76.9% | $14,398-74.7% | $14,365-74.7% |