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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 | $46,776 | $209,336-77.7% | $197,124-76.3% | $137,256-65.9% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 28.69% | 48.09%-19.4pp | 44.34%-15.7pp | 220.34%-191.6pp |
| Employer contribution / active EE | $12,047 | $6,591+82.8% | $6,227+93.4% | $4,156+189.9% |
| Participant deferral / active EE | $14,586 | $9,614+51.7% | $9,135+59.7% | $6,407+127.7% |
| Admin fee / account holder | $33,627 | $17,308+94.3% | $16,298+106.3% | $12,270+174.1% |