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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 | $32,843 | $148,629-77.9% | $135,982-75.8% | $139,487-76.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 22.97% | 79.33%-56.4pp | 68.32%-45.4pp | 373.84%-350.9pp |
| Employer contribution / active EE | $5,650 | $5,247+7.7% | $4,859+16.3% | $4,755+18.8% |
| Participant deferral / active EE | $5,281 | $8,102-34.8% | $7,760-31.9% | $6,713-21.3% |
| Admin fee / account holder | $6,247 | $12,406-49.7% | $10,767-42.0% | $11,407-45.2% |