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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 | $44,550 | $211,288-78.9% | $178,540-75.0% | $145,884-69.5% |
| Participation rate | 63.2% | 80.8%-17.7pp | 77.1%-14.0pp | 80.3%-17.1pp |
| Annual return | 38.90% | 30.27%+8.6pp | 27.15%+11.7pp | 551.85%-513.0pp |
| Employer contribution / active EE | $0 | $4,574-100.0% | $3,953-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,941 | $6,967-0.4% | $6,281+10.5% | $6,690+3.8% |
| Admin fee / account holder | $344 | $12,105-97.2% | $10,424-96.7% | $13,392-97.4% |