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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 | $43,632 | $154,228-71.7% | $145,433-70.0% | $137,256-68.2% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 55.02% | 74.59%-19.6pp | 66.58%-11.6pp | 220.34%-165.3pp |
| Employer contribution / active EE | $10,188 | $4,804+112.1% | $4,554+123.7% | $4,156+145.1% |
| Participant deferral / active EE | $3,337 | $8,216-59.4% | $7,897-57.7% | $6,407-47.9% |
| Admin fee / account holder | $13,799 | $14,344-3.8% | $13,129+5.1% | $12,270+12.5% |