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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 | $120,025 | $201,370-40.4% | $184,256-34.9% | $145,897-17.7% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 10.60% | 29.05%-18.4pp | 28.85%-18.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $6,649 | $7,024-5.3% | $6,427+3.5% | $4,663+42.6% |
| Participant deferral / active EE | $15,250 | $9,808+55.5% | $9,133+67.0% | $6,689+128.0% |
| Admin fee / account holder | $865 | $16,364-94.7% | $13,899-93.8% | $13,390-93.5% |