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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 | $162,136-73.1% | $152,301-71.4% | $154,746-71.8% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 55.02% | 91.02%-36.0pp | 80.50%-25.5pp | 172.34%-117.3pp |
| Employer contribution / active EE | $10,188 | $4,890+108.3% | $4,624+120.3% | $4,379+132.7% |
| Participant deferral / active EE | $3,337 | $8,341-60.0% | $8,004-58.3% | $6,730-50.4% |
| Admin fee / account holder | $13,799 | $15,759-12.4% | $14,398-4.2% | $14,365-3.9% |