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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 | $30,865 | $202,440-84.8% | $169,390-81.8% | $139,466-77.9% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 15.45% | 532.36%-516.9pp | 406.07%-390.6pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,665 | $4,693-64.5% | $4,013-58.5% | $4,754-65.0% |
| Participant deferral / active EE | $9,412 | $6,940+35.6% | $6,222+51.3% | $6,712+40.2% |
| Admin fee / account holder | $6,053 | $10,722-43.5% | $9,015-32.9% | $11,409-46.9% |