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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 | $19,313 | $183,592-89.5% | $155,574-87.6% | $145,877-86.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 20.86% | 61.37%-40.5pp | 64.87%-44.0pp | 551.28%-530.4pp |
| Employer contribution / active EE | $3,426 | $5,317-35.6% | $4,676-26.7% | $4,663-26.5% |
| Participant deferral / active EE | $7,019 | $6,466+8.5% | $5,629+24.7% | $6,691+4.9% |
| Admin fee / account holder | $2,999 | $19,316-84.5% | $15,914-81.2% | $13,402-77.6% |