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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 | $114,013-77.5% | $103,693-75.2% | $155,188-83.5% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.5pp | 80.8%-23.7pp |
| Annual return | 14.70% | 49.31%-34.6pp | 47.61%-32.9pp | 148.84%-134.1pp |
| Employer contribution / active EE | $4,625 | $3,131+47.7% | $2,920+58.4% | $4,248+8.9% |
| Participant deferral / active EE | $7,432 | $4,970+49.5% | $4,579+62.3% | $6,531+13.8% |
| Admin fee / account holder | $1,190 | $8,407-85.9% | $7,858-84.9% | $14,480-91.8% |