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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 | $65,277 | $196,972-66.9% | $182,262-64.2% | $198,609-67.1% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 19.34% | 158.27%-138.9pp | 140.60%-121.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $17,909 | $5,364+233.9% | $5,046+254.9% | $5,055+254.3% |
| Participant deferral / active EE | $14,656 | $8,643+69.6% | $8,276+77.1% | $6,977+110.1% |
| Admin fee / account holder | $6,698 | $18,429-63.7% | $16,712-59.9% | $19,030-64.8% |