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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 | $68,186 | $110,039-38.0% | $97,260-29.9% | $145,884-53.3% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 15.42% | 244.44%-229.0pp | 75.54%-60.1pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,662 | $3,074-13.4% | $2,721-2.2% | $4,662-42.9% |
| Participant deferral / active EE | $11,347 | $4,674+142.8% | $4,262+166.3% | $6,690+69.6% |
| Admin fee / account holder | $1,343 | $6,204-78.4% | $5,640-76.2% | $13,392-90.0% |