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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 | $80,607 | $212,386-62.0% | $199,883-59.7% | $138,895-42.0% |
| Participation rate | 54.5% | 87.4%-32.8pp | 86.8%-32.2pp | 79.9%-25.4pp |
| Annual return | 20.62% | 47.75%-27.1pp | 43.81%-23.2pp | 145.39%-124.8pp |
| Employer contribution / active EE | $5,976 | $6,625-9.8% | $6,261-4.6% | $4,194+42.5% |
| Participant deferral / active EE | $11,438 | $9,617+18.9% | $9,138+25.2% | $6,396+78.8% |
| Admin fee / account holder | $11,564 | $18,233-36.6% | $17,268-33.0% | $12,562-7.9% |