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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 | $74,720 | $148,623-49.7% | $135,974-45.0% | $139,466-46.4% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.36% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.3pp |
| Employer contribution / active EE | $5,072 | $5,246-3.3% | $4,859+4.4% | $4,754+6.7% |
| Participant deferral / active EE | $12,860 | $8,103+58.7% | $7,760+65.7% | $6,712+91.6% |
| Admin fee / account holder | $572 | $12,406-95.4% | $10,767-94.7% | $11,409-95.0% |