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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 | $59,335 | $227,399-73.9% | $189,758-68.7% | $198,609-70.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 79.8%-46.5pp | 82.4%-49.0pp |
| Annual return | 16.42% | 61.03%-44.6pp | 52.62%-36.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $2,261 | $5,526-59.1% | $4,767-52.6% | $5,055-55.3% |
| Participant deferral / active EE | $7,910 | $6,837+15.7% | $5,856+35.1% | $6,977+13.4% |
| Admin fee / account holder | $1,540 | $25,162-93.9% | $20,388-92.4% | $19,030-91.9% |