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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 | $53,491 | $212,386-74.8% | $199,883-73.2% | $138,895-61.5% |
| Participation rate | 58.3% | 87.4%-29.0pp | 86.8%-28.4pp | 79.9%-21.6pp |
| Annual return | 24.15% | 47.75%-23.6pp | 43.81%-19.7pp | 145.39%-121.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,996 | $9,617+35.1% | $9,138+42.2% | $6,396+103.2% |
| Admin fee / account holder | $6,308 | $18,233-65.4% | $17,268-63.5% | $12,562-49.8% |