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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 | $40,207 | $148,629-72.9% | $135,982-70.4% | $139,487-71.2% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 19.48% | 79.33%-59.9pp | 68.32%-48.8pp | 373.84%-354.4pp |
| Employer contribution / active EE | $3,501 | $5,247-33.3% | $4,859-27.9% | $4,755-26.4% |
| Participant deferral / active EE | $7,004 | $8,102-13.6% | $7,760-9.7% | $6,713+4.3% |
| Admin fee / account holder | $496 | $12,406-96.0% | $10,767-95.4% | $11,407-95.7% |