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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 | $72,071-64.4% | $68,368-62.4% | $137,256-81.3% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 14.70% | 353.14%-338.4pp | 292.57%-277.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,625 | $2,788+65.9% | $2,649+74.6% | $4,156+11.3% |
| Participant deferral / active EE | $7,432 | $4,410+68.5% | $4,123+80.3% | $6,407+16.0% |
| Admin fee / account holder | $1,190 | $5,336-77.7% | $5,150-76.9% | $12,270-90.3% |