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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 | $36,547 | $223,823-83.7% | $211,142-82.7% | $154,746-76.4% |
| Participation rate | 55.6% | 87.9%-32.3pp | 87.3%-31.7pp | 80.7%-25.1pp |
| Annual return | 16.05% | 50.39%-34.3pp | 46.84%-30.8pp | 172.34%-156.3pp |
| Employer contribution / active EE | $11,187 | $6,787+64.8% | $6,442+73.6% | $4,379+155.5% |
| Participant deferral / active EE | $6,415 | $9,750-34.2% | $9,284-30.9% | $6,730-4.7% |
| Admin fee / account holder | $59,813 | $19,707+203.5% | $19,076+213.6% | $14,365+316.4% |