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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 | $30,407 | $183,592-83.4% | $155,574-80.5% | $145,877-79.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 11.09% | 61.37%-50.3pp | 64.87%-53.8pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,023 | $5,317-61.9% | $4,676-56.7% | $4,663-56.6% |
| Participant deferral / active EE | $6,894 | $6,466+6.6% | $5,629+22.5% | $6,691+3.0% |
| Admin fee / account holder | $11,866 | $19,316-38.6% | $15,914-25.4% | $13,402-11.5% |