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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 | $22,046 | $156,398-85.9% | $147,318-85.0% | $138,895-84.1% |
| Participation rate | 38.5% | 83.8%-45.3pp | 82.1%-43.6pp | 79.9%-41.5pp |
| Annual return | 82.48% | 78.75%+3.7pp | 70.43%+12.1pp | 145.39%-62.9pp |
| Employer contribution / active EE | $2,450 | $4,853-49.5% | $4,593-46.7% | $4,194-41.6% |
| Participant deferral / active EE | $7,495 | $8,237-9.0% | $7,906-5.2% | $6,396+17.2% |
| Admin fee / account holder | $857 | $14,976-94.3% | $13,708-93.7% | $12,562-93.2% |