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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 | $96,591 | $183,516-47.4% | $155,534-37.9% | $145,884-33.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 23.08% | 61.43%-38.3pp | 64.92%-41.8pp | 551.85%-528.8pp |
| Employer contribution / active EE | $6,528 | $5,315+22.8% | $4,675+39.7% | $4,662+40.0% |
| Participant deferral / active EE | $5,186 | $6,467-19.8% | $5,630-7.9% | $6,690-22.5% |
| Admin fee / account holder | $560 | $19,293-97.1% | $15,900-96.5% | $13,392-95.8% |