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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 | $88,718 | $185,883-52.3% | $170,043-47.8% | $139,466-36.4% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 13.00% | 60.54%-47.5pp | 53.40%-40.4pp | 373.66%-360.7pp |
| Employer contribution / active EE | $5,790 | $7,596-23.8% | $6,790-14.7% | $4,754+21.8% |
| Participant deferral / active EE | $15,675 | $11,626+34.8% | $10,410+50.6% | $6,712+133.5% |
| Admin fee / account holder | $541 | $15,393-96.5% | $12,824-95.8% | $11,409-95.3% |