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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 | $49,009 | $183,539-73.3% | $155,556-68.5% | $145,897-66.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 12.95% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $3,025 | $5,315-43.1% | $4,675-35.3% | $4,663-35.1% |
| Participant deferral / active EE | $7,903 | $6,467+22.2% | $5,631+40.3% | $6,689+18.1% |
| Admin fee / account holder | $474 | $19,275-97.5% | $15,885-97.0% | $13,390-96.5% |