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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 | $40,025 | $183,592-78.2% | $155,574-74.3% | $145,877-72.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.90% | 61.37%-50.5pp | 64.87%-54.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $10,094 | $5,317+89.8% | $4,676+115.9% | $4,663+116.5% |
| Participant deferral / active EE | $2,667 | $6,466-58.8% | $5,629-52.6% | $6,691-60.1% |
| Admin fee / account holder | $1,186 | $19,316-93.9% | $15,914-92.5% | $13,402-91.2% |