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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 | $84,235 | $183,516-54.1% | $155,534-45.8% | $145,884-42.3% |
| Participation rate | 41.7% | 82.7%-41.0pp | 78.2%-36.6pp | 80.3%-38.6pp |
| Annual return | 10.48% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $2,286 | $5,315-57.0% | $4,675-51.1% | $4,662-51.0% |
| Participant deferral / active EE | $5,132 | $6,467-20.6% | $5,630-8.9% | $6,690-23.3% |
| Admin fee / account holder | $980 | $19,293-94.9% | $15,900-93.8% | $13,392-92.7% |