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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 | $50,475 | $183,592-72.5% | $155,567-67.6% | $145,959-65.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 21.00% | 61.24%-40.2pp | 64.74%-43.7pp | 561.95%-541.0pp |
| Employer contribution / active EE | $2,680 | $5,315-49.6% | $4,674-42.7% | $4,661-42.5% |
| Participant deferral / active EE | $9,778 | $6,464+51.3% | $5,628+73.7% | $6,689+46.2% |
| Admin fee / account holder | $441 | $19,318-97.7% | $15,916-97.2% | $13,398-96.7% |