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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 | $51,734 | $185,883-72.2% | $170,043-69.6% | $139,466-62.9% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | 45.91% | 60.54%-14.6pp | 53.40%-7.5pp | 373.66%-327.8pp |
| Employer contribution / active EE | $7,012 | $7,596-7.7% | $6,790+3.3% | $4,754+47.5% |
| Participant deferral / active EE | $12,908 | $11,626+11.0% | $10,410+24.0% | $6,712+92.3% |
| Admin fee / account holder | $1,835 | $15,393-88.1% | $12,824-85.7% | $11,409-83.9% |