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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 | $53,949 | $183,516-70.6% | $155,534-65.3% | $145,884-63.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.18% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $10,883 | $5,315+104.8% | $4,675+132.8% | $4,662+133.4% |
| Participant deferral / active EE | $5,203 | $6,467-19.5% | $5,630-7.6% | $6,690-22.2% |
| Admin fee / account holder | $1,198 | $19,293-93.8% | $15,900-92.5% | $13,392-91.1% |