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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 | $75,650 | $148,623-49.1% | $135,974-44.4% | $139,466-45.8% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 19.21% | 79.30%-60.1pp | 68.30%-49.1pp | 373.66%-354.4pp |
| Employer contribution / active EE | $1,882 | $5,246-64.1% | $4,859-61.3% | $4,754-60.4% |
| Participant deferral / active EE | $7,067 | $8,103-12.8% | $7,760-8.9% | $6,712+5.3% |
| Admin fee / account holder | $3,329 | $12,406-73.2% | $10,767-69.1% | $11,409-70.8% |