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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 | $25,185 | $185,312-86.4% | $161,489-84.4% | $154,746-83.7% |
| Participation rate | 69.6% | 82.5%-12.9pp | 78.7%-9.1pp | 80.7%-11.1pp |
| Annual return | 27.99% | 103.84%-75.9pp | 89.72%-61.7pp | 172.34%-144.4pp |
| Employer contribution / active EE | $2,065 | $4,769-56.7% | $4,268-51.6% | $4,379-52.9% |
| Participant deferral / active EE | $4,371 | $6,350-31.2% | $5,630-22.4% | $6,730-35.1% |
| Admin fee / account holder | $787 | $18,654-95.8% | $16,006-95.1% | $14,365-94.5% |