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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 | $105,126 | $183,539-42.7% | $155,556-32.4% | $145,897-27.9% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 17.57% | 61.31%-43.7pp | 64.84%-47.3pp | 552.29%-534.7pp |
| Employer contribution / active EE | $14,168 | $5,315+166.6% | $4,675+203.0% | $4,663+203.9% |
| Participant deferral / active EE | $6,680 | $6,467+3.3% | $5,631+18.6% | $6,689-0.1% |
| Admin fee / account holder | $333 | $19,275-98.3% | $15,885-97.9% | $13,390-97.5% |