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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 | $225,673-89.7% | $203,872-88.6% | $155,188-85.0% |
| Participation rate | 52.2% | 80.3%-28.1pp | 77.8%-25.6pp | 80.8%-28.6pp |
| Annual return | 12.04% | 95.91%-83.9pp | 85.11%-73.1pp | 148.84%-136.8pp |
| Employer contribution / active EE | $3,149 | $4,099-23.2% | $3,757-16.2% | $4,248-25.9% |
| Participant deferral / active EE | $7,151 | $6,893+3.7% | $6,388+12.0% | $6,531+9.5% |
| Admin fee / account holder | $3,029 | $12,327-75.4% | $11,730-74.2% | $14,480-79.1% |