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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 | $27,403 | $108,911-74.8% | $100,392-72.7% | $145,884-81.2% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 15.46% | 58.23%-42.8pp | 49.45%-34.0pp | 551.85%-536.4pp |
| Employer contribution / active EE | $4,398 | $4,420-0.5% | $3,941+11.6% | $4,662-5.7% |
| Participant deferral / active EE | $9,886 | $8,459+16.9% | $8,090+22.2% | $6,690+47.8% |
| Admin fee / account holder | $9,316 | $9,698-3.9% | $7,904+17.9% | $13,392-30.4% |