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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 | $25,674 | $157,829-83.7% | $136,867-81.2% | $198,609-87.1% |
| Participation rate | 57.1% | 77.2%-20.0pp | 74.5%-17.4pp | 82.4%-25.2pp |
| Annual return | 14.70% | 51.25%-36.5pp | 42.97%-28.3pp | 202.70%-188.0pp |
| Employer contribution / active EE | $4,625 | $3,923+17.9% | $3,547+30.4% | $5,055-8.5% |
| Participant deferral / active EE | $7,432 | $5,463+36.0% | $4,924+50.9% | $6,977+6.5% |
| Admin fee / account holder | $1,190 | $11,107-89.3% | $10,340-88.5% | $19,030-93.7% |