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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 | $37,454 | $162,136-76.9% | $152,301-75.4% | $154,746-75.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 32.35% | 91.02%-58.7pp | 80.50%-48.1pp | 172.34%-140.0pp |
| Employer contribution / active EE | $5,074 | $4,890+3.7% | $4,624+9.7% | $4,379+15.9% |
| Participant deferral / active EE | $9,292 | $8,341+11.4% | $8,004+16.1% | $6,730+38.1% |
| Admin fee / account holder | $4,416 | $15,759-72.0% | $14,398-69.3% | $14,365-69.3% |