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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 | $39,845 | $210,698-81.1% | $178,014-77.6% | $145,959-72.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.17% | 386.27%-375.1pp | 294.80%-283.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $5,104 | $4,567+11.8% | $3,950+29.2% | $4,661+9.5% |
| Participant deferral / active EE | $11,337 | $6,958+62.9% | $6,276+80.6% | $6,689+69.5% |
| Admin fee / account holder | $383 | $12,016-96.8% | $10,362-96.3% | $13,398-97.1% |