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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 | $74,914 | $196,972-62.0% | $182,262-58.9% | $198,609-62.3% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 11.85% | 158.27%-146.4pp | 140.60%-128.8pp | 202.70%-190.9pp |
| Employer contribution / active EE | $3,700 | $5,364-31.0% | $5,046-26.7% | $5,055-26.8% |
| Participant deferral / active EE | $9,717 | $8,643+12.4% | $8,276+17.4% | $6,977+39.3% |
| Admin fee / account holder | $26,214 | $18,429+42.2% | $16,712+56.9% | $19,030+37.7% |