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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 | $28,184 | $156,398-82.0% | $147,318-80.9% | $138,895-79.7% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 15.06% | 78.75%-63.7pp | 70.43%-55.4pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,090 | $4,853-56.9% | $4,593-54.5% | $4,194-50.2% |
| Participant deferral / active EE | $2,659 | $8,237-67.7% | $7,906-66.4% | $6,396-58.4% |
| Admin fee / account holder | $1,595 | $14,976-89.3% | $13,708-88.4% | $12,562-87.3% |