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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 | $68,890 | $148,623-53.6% | $135,974-49.3% | $139,466-50.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 14.53% | 79.30%-64.8pp | 68.30%-53.8pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,381 | $5,246-73.7% | $4,859-71.6% | $4,754-70.9% |
| Participant deferral / active EE | $2,911 | $8,103-64.1% | $7,760-62.5% | $6,712-56.6% |
| Admin fee / account holder | $2,288 | $12,406-81.6% | $10,767-78.7% | $11,409-79.9% |