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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 | $23,234 | $208,088-88.8% | $186,193-87.5% | $154,746-85.0% |
| Participation rate | 52.2% | 80.0%-27.8pp | 77.1%-24.9pp | 80.7%-28.5pp |
| Annual return | 12.04% | 89.97%-77.9pp | 78.03%-66.0pp | 172.34%-160.3pp |
| Employer contribution / active EE | $3,149 | $4,340-27.4% | $3,918-19.6% | $4,379-28.1% |
| Participant deferral / active EE | $7,151 | $7,078+1.0% | $6,513+9.8% | $6,730+6.2% |
| Admin fee / account holder | $3,029 | $11,698-74.1% | $11,058-72.6% | $14,365-78.9% |