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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 | $93,988 | $197,637-52.4% | $177,848-47.2% | $158,982-40.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 14.84% | 58.77%-43.9pp | 48.33%-33.5pp | 302.99%-288.2pp |
| Employer contribution / active EE | $8,732 | $6,698+30.4% | $5,919+47.5% | $4,763+83.3% |
| Participant deferral / active EE | $4,737 | $8,405-43.6% | $7,714-38.6% | $5,983-20.8% |
| Admin fee / account holder | $649 | $15,406-95.8% | $12,431-94.8% | $11,252-94.2% |