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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 | $85,512 | $201,264-57.5% | $184,185-53.6% | $145,978-41.4% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.46% | 29.00%-16.5pp | 28.81%-16.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $15,760 | $7,021+124.5% | $6,426+145.3% | $4,662+238.1% |
| Participant deferral / active EE | $9,036 | $9,806-7.9% | $9,132-1.1% | $6,690+35.1% |
| Admin fee / account holder | $6,064 | $16,376-63.0% | $13,909-56.4% | $13,400-54.7% |