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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 | $60,772 | $108,942-44.2% | $100,415-39.5% | $145,897-58.3% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 18.09% | 58.27%-40.2pp | 49.47%-31.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $4,876 | $4,422+10.3% | $3,943+23.7% | $4,663+4.6% |
| Participant deferral / active EE | $10,079 | $8,461+19.1% | $8,091+24.6% | $6,689+50.7% |
| Admin fee / account holder | $7,946 | $9,702-18.1% | $7,906+0.5% | $13,390-40.7% |