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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 | $53,817 | $196,972-72.7% | $182,262-70.5% | $198,609-72.9% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 8.00% | 158.27%-150.3pp | 140.60%-132.6pp | 202.70%-194.7pp |
| Employer contribution / active EE | $12,233 | $5,364+128.1% | $5,046+142.4% | $5,055+142.0% |
| Participant deferral / active EE | $16,300 | $8,643+88.6% | $8,276+96.9% | $6,977+133.6% |
| Admin fee / account holder | $19,142 | $18,429+3.9% | $16,712+14.5% | $19,030+0.6% |