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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 | $134,170 | $166,089-19.2% | $164,928-18.6% | $145,978-8.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 20.97% | 100.26%-79.3pp | 70.08%-49.1pp | 550.52%-529.5pp |
| Employer contribution / active EE | $6,593 | $5,276+25.0% | $4,343+51.8% | $4,662+41.4% |
| Participant deferral / active EE | $5,154 | $6,961-26.0% | $6,034-14.6% | $6,690-23.0% |
| Admin fee / account holder | $10,798 | $16,641-35.1% | $12,684-14.9% | $13,400-19.4% |