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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 | $97,348 | $155,555-37.4% | $146,866-33.7% | $155,188-37.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 15.73% | 115.41%-99.7pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $8,134 | $4,647+75.1% | $4,425+83.8% | $4,248+91.5% |
| Participant deferral / active EE | $15,596 | $8,044+93.9% | $7,759+101.0% | $6,531+138.8% |
| Admin fee / account holder | $37,271 | $14,755+152.6% | $13,620+173.6% | $14,480+157.4% |