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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 | $116,200 | $183,592-36.7% | $155,574-25.3% | $145,877-20.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 9.85% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $7,949 | $5,317+49.5% | $4,676+70.0% | $4,663+70.5% |
| Participant deferral / active EE | $6,800 | $6,466+5.2% | $5,629+20.8% | $6,691+1.6% |
| Admin fee / account holder | $2,203 | $19,316-88.6% | $15,914-86.2% | $13,402-83.6% |