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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 | $67,520 | $183,516-63.2% | $155,534-56.6% | $145,884-53.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.43% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $4,790 | $5,315-9.9% | $4,675+2.5% | $4,662+2.7% |
| Participant deferral / active EE | $8,471 | $6,467+31.0% | $5,630+50.4% | $6,690+26.6% |
| Admin fee / account holder | $487 | $19,293-97.5% | $15,900-96.9% | $13,392-96.4% |