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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 | $30,962 | $209,425-85.2% | $178,499-82.7% | $158,966-80.5% |
| Participation rate | 69.2% | 86.4%-17.1pp | 81.9%-12.7pp | 82.0%-12.7pp |
| Annual return | 9.85% | 188.80%-178.9pp | 151.10%-141.3pp | 302.95%-293.1pp |
| Employer contribution / active EE | $1,945 | $5,707-65.9% | $5,011-61.2% | $4,762-59.2% |
| Participant deferral / active EE | $3,076 | $5,955-48.4% | $5,202-40.9% | $5,983-48.6% |
| Admin fee / account holder | $1,582 | $17,078-90.7% | $13,986-88.7% | $11,250-85.9% |