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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 | $99,484 | $211,105-52.9% | $178,449-44.3% | $145,978-31.8% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 17.56% | 30.19%-12.6pp | 27.09%-9.5pp | 550.52%-533.0pp |
| Employer contribution / active EE | $5,987 | $4,569+31.0% | $3,951+51.5% | $4,662+28.4% |
| Participant deferral / active EE | $8,981 | $6,959+29.0% | $6,277+43.1% | $6,690+34.2% |
| Admin fee / account holder | $346 | $12,017-97.1% | $10,362-96.7% | $13,400-97.4% |