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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 | $15,816 | $154,228-89.7% | $145,433-89.1% | $137,256-88.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 78.64% | 74.59%+4.1pp | 66.58%+12.1pp | 220.34%-141.7pp |
| Employer contribution / active EE | $4,221 | $4,804-12.1% | $4,554-7.3% | $4,156+1.6% |
| Participant deferral / active EE | $9,292 | $8,216+13.1% | $7,897+17.7% | $6,407+45.0% |
| Admin fee / account holder | $10,991 | $14,344-23.4% | $13,129-16.3% | $12,270-10.4% |