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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 | $183,516-89.5% | $155,534-87.6% | $145,884-86.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 20.86% | 61.43%-40.6pp | 64.92%-44.1pp | 551.85%-531.0pp |
| Employer contribution / active EE | $3,426 | $5,315-35.5% | $4,675-26.7% | $4,662-26.5% |
| Participant deferral / active EE | $7,019 | $6,467+8.5% | $5,630+24.7% | $6,690+4.9% |
| Admin fee / account holder | $2,999 | $19,293-84.5% | $15,900-81.1% | $13,392-77.6% |