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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 | $87,137 | $148,623-41.4% | $135,974-35.9% | $139,466-37.5% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 16.91% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.8pp |
| Employer contribution / active EE | $3,902 | $5,246-25.6% | $4,859-19.7% | $4,754-17.9% |
| Participant deferral / active EE | $9,359 | $8,103+15.5% | $7,760+20.6% | $6,712+39.4% |
| Admin fee / account holder | $550 | $12,406-95.6% | $10,767-94.9% | $11,409-95.2% |