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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 | $121,723 | $209,336-41.9% | $197,124-38.3% | $137,256-11.3% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 13.74% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $18,230 | $6,591+176.6% | $6,227+192.7% | $4,156+338.6% |
| Participant deferral / active EE | $8,507 | $9,614-11.5% | $9,135-6.9% | $6,407+32.8% |
| Admin fee / account holder | $16,577 | $17,308-4.2% | $16,298+1.7% | $12,270+35.1% |