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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 | $25,983 | $148,629-82.5% | $135,982-80.9% | $139,487-81.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 30.35% | 79.33%-49.0pp | 68.32%-38.0pp | 373.84%-343.5pp |
| Employer contribution / active EE | $3,296 | $5,247-37.2% | $4,859-32.2% | $4,755-30.7% |
| Participant deferral / active EE | $10,780 | $8,102+33.1% | $7,760+38.9% | $6,713+60.6% |
| Admin fee / account holder | $435 | $12,406-96.5% | $10,767-96.0% | $11,407-96.2% |