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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 | $69,787 | $211,288-67.0% | $178,540-60.9% | $145,884-52.2% |
| Participation rate | 57.1% | 80.8%-23.7pp | 77.1%-20.0pp | 80.3%-23.2pp |
| Annual return | 15.01% | 30.27%-15.3pp | 27.15%-12.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $6,909 | $4,574+51.0% | $3,953+74.8% | $4,662+48.2% |
| Participant deferral / active EE | $14,556 | $6,967+108.9% | $6,281+131.8% | $6,690+117.6% |
| Admin fee / account holder | $19,533 | $12,105+61.4% | $10,424+87.4% | $13,392+45.9% |