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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 | $54,429 | $156,398-65.2% | $147,318-63.1% | $138,895-60.8% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.3pp | 79.9%-11.2pp |
| Annual return | 13.39% | 78.75%-65.4pp | 70.43%-57.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,671 | $4,853-24.4% | $4,593-20.1% | $4,194-12.5% |
| Participant deferral / active EE | $7,851 | $8,237-4.7% | $7,906-0.7% | $6,396+22.8% |
| Admin fee / account holder | $11,420 | $14,976-23.7% | $13,708-16.7% | $12,562-9.1% |