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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 | $38,867 | $183,516-78.8% | $155,534-75.0% | $145,884-73.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 25.78% | 61.43%-35.6pp | 64.92%-39.1pp | 551.85%-526.1pp |
| Employer contribution / active EE | $2,127 | $5,315-60.0% | $4,675-54.5% | $4,662-54.4% |
| Participant deferral / active EE | $13,085 | $6,467+102.3% | $5,630+132.4% | $6,690+95.6% |
| Admin fee / account holder | $1,976 | $19,293-89.8% | $15,900-87.6% | $13,392-85.2% |