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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 | $46,630 | $289,211-83.9% | $260,467-82.1% | $198,609-76.5% |
| Participation rate | 42.9% | 83.1%-40.2pp | 80.5%-37.6pp | 82.4%-39.5pp |
| Annual return | 7.76% | 112.90%-105.1pp | 100.60%-92.8pp | 202.70%-194.9pp |
| Employer contribution / active EE | $6,131 | $4,663+31.5% | $4,239+44.6% | $5,055+21.3% |
| Participant deferral / active EE | $13,391 | $6,812+96.6% | $6,319+111.9% | $6,977+91.9% |
| Admin fee / account holder | $10,513 | $16,236-35.2% | $15,461-32.0% | $19,030-44.8% |