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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 | $56,649 | $196,972-71.2% | $182,262-68.9% | $198,609-71.5% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | 31.40% | 158.27%-126.9pp | 140.60%-109.2pp | 202.70%-171.3pp |
| Employer contribution / active EE | $3,773 | $5,364-29.6% | $5,046-25.2% | $5,055-25.4% |
| Participant deferral / active EE | $8,207 | $8,643-5.0% | $8,276-0.8% | $6,977+17.6% |
| Admin fee / account holder | $361 | $18,429-98.0% | $16,712-97.8% | $19,030-98.1% |