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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 | $24,660 | $183,592-86.6% | $155,574-84.1% | $145,877-83.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 20.84% | 61.37%-40.5pp | 64.87%-44.0pp | 551.28%-530.4pp |
| Employer contribution / active EE | $3,027 | $5,317-43.1% | $4,676-35.3% | $4,663-35.1% |
| Participant deferral / active EE | $6,664 | $6,466+3.1% | $5,629+18.4% | $6,691-0.4% |
| Admin fee / account holder | $1,222 | $19,316-93.7% | $15,914-92.3% | $13,402-90.9% |