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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 | $211,239-81.1% | $178,528-77.7% | $145,877-72.7% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 11.17% | 30.22%-19.1pp | 27.11%-15.9pp | 551.28%-540.1pp |
| Employer contribution / active EE | $5,104 | $4,570+11.7% | $3,950+29.2% | $4,663+9.5% |
| Participant deferral / active EE | $11,337 | $6,963+62.8% | $6,278+80.6% | $6,691+69.4% |
| Admin fee / account holder | $383 | $12,095-96.8% | $10,419-96.3% | $13,402-97.1% |