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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 | $32,592 | $166,242-80.4% | $165,071-80.3% | $145,884-77.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 11.19% | 100.44%-89.3pp | 70.17%-59.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $2,171 | $5,283-58.9% | $4,347-50.1% | $4,662-53.4% |
| Participant deferral / active EE | $3,168 | $6,964-54.5% | $6,035-47.5% | $6,690-52.6% |
| Admin fee / account holder | $4,503 | $16,658-73.0% | $12,695-64.5% | $13,392-66.4% |