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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 | $59,856 | $156,398-61.7% | $147,318-59.4% | $138,895-56.9% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 79.9%-42.4pp |
| Annual return | 19.22% | 78.75%-59.5pp | 70.43%-51.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $8,700 | $4,853+79.3% | $4,593+89.4% | $4,194+107.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $613 | $14,976-95.9% | $13,708-95.5% | $12,562-95.1% |