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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 | $42,340 | $196,972-78.5% | $182,262-76.8% | $198,609-78.7% |
| Participation rate | 62.5% | 85.7%-23.2pp | 84.2%-21.7pp | 82.4%-19.9pp |
| Annual return | 13.64% | 158.27%-144.6pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $3,511 | $5,364-34.5% | $5,046-30.4% | $5,055-30.6% |
| Participant deferral / active EE | $9,225 | $8,643+6.7% | $8,276+11.5% | $6,977+32.2% |
| Admin fee / account holder | $7,655 | $18,429-58.5% | $16,712-54.2% | $19,030-59.8% |