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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 | $75,007 | $183,539-59.1% | $155,556-51.8% | $145,897-48.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 15.73% | 61.31%-45.6pp | 64.84%-49.1pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,940 | $5,315-25.9% | $4,675-15.7% | $4,663-15.5% |
| Participant deferral / active EE | $8,898 | $6,467+37.6% | $5,631+58.0% | $6,689+33.0% |
| Admin fee / account holder | $391 | $19,275-98.0% | $15,885-97.5% | $13,390-97.1% |