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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 | $55,679 | $111,535-50.1% | $105,223-47.1% | $137,256-59.4% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 29.80% | 237.85%-208.1pp | 180.65%-150.8pp | 220.34%-190.5pp |
| Employer contribution / active EE | $10,926 | $3,939+177.4% | $3,689+196.2% | $4,156+162.9% |
| Participant deferral / active EE | $5,747 | $5,500+4.5% | $5,072+13.3% | $6,407-10.3% |
| Admin fee / account holder | $707 | $9,721-92.7% | $8,859-92.0% | $12,270-94.2% |