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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 | $37,463 | $185,883-79.8% | $170,043-78.0% | $139,466-73.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 16.35% | 60.54%-44.2pp | 53.40%-37.1pp | 373.66%-357.3pp |
| Employer contribution / active EE | $3,064 | $7,596-59.7% | $6,790-54.9% | $4,754-35.6% |
| Participant deferral / active EE | $12,064 | $11,626+3.8% | $10,410+15.9% | $6,712+79.7% |
| Admin fee / account holder | $5,315 | $15,393-65.5% | $12,824-58.6% | $11,409-53.4% |