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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 | $93,717 | $78,197+19.8% | $98,090-4.5% | $82,637+13.4% |
| Participation rate | 58.8% | 77.5%-18.6pp | 81.5%-22.7pp | 68.1%-9.2pp |
| Annual return | 14.98% | 40.25%-25.3pp | 37.05%-22.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $6,399 | $2,605+145.7% | $3,606+77.4% | $2,552+150.7% |
| Participant deferral / active EE | $9,810 | $6,636+47.8% | $7,845+25.1% | $4,126+137.8% |
| Admin fee / account holder | $29,330 | $14,832+97.7% | $11,815+148.2% | $7,339+299.7% |