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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 | $99,841 | $227,291-56.1% | $214,702-53.5% | $155,188-35.7% |
| Participation rate | 63.6% | 88.0%-24.3pp | 87.5%-23.8pp | 80.8%-17.2pp |
| Annual return | 13.17% | 60.08%-46.9pp | 54.55%-41.4pp | 148.84%-135.7pp |
| Employer contribution / active EE | $5,725 | $6,772-15.5% | $6,461-11.4% | $4,248+34.8% |
| Participant deferral / active EE | $5,559 | $9,582-42.0% | $9,147-39.2% | $6,531-14.9% |
| Admin fee / account holder | $6,398 | $20,413-68.7% | $19,830-67.7% | $14,480-55.8% |