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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 | $50,092 | $106,864-53.1% | $147,318-66.0% | $82,637-39.4% |
| Participation rate | 61.0% | 75.5%-14.5pp | 82.1%-21.1pp | 68.1%-7.1pp |
| Annual return | 26.62% | 27.49%-0.9pp | 70.43%-43.8pp | 53.51%-26.9pp |
| Employer contribution / active EE | $3,603 | $3,417+5.4% | $4,593-21.6% | $2,552+41.2% |
| Participant deferral / active EE | $7,063 | $6,496+8.7% | $7,906-10.7% | $4,126+71.2% |
| Admin fee / account holder | $11,074 | $8,415+31.6% | $13,708-19.2% | $7,339+50.9% |