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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 | $37,947 | $183,516-79.3% | $155,534-75.6% | $145,884-74.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 16.09% | 61.43%-45.3pp | 64.92%-48.8pp | 551.85%-535.8pp |
| Employer contribution / active EE | $3,049 | $5,315-42.6% | $4,675-34.8% | $4,662-34.6% |
| Participant deferral / active EE | $8,140 | $6,467+25.9% | $5,630+44.6% | $6,690+21.7% |
| Admin fee / account holder | $7,087 | $19,293-63.3% | $15,900-55.4% | $13,392-47.1% |