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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 | $82,948 | $148,623-44.2% | $135,974-39.0% | $139,466-40.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 12.82% | 79.30%-66.5pp | 68.30%-55.5pp | 373.66%-360.8pp |
| Employer contribution / active EE | $2,826 | $5,246-46.1% | $4,859-41.8% | $4,754-40.6% |
| Participant deferral / active EE | $6,334 | $8,103-21.8% | $7,760-18.4% | $6,712-5.6% |
| Admin fee / account holder | $31,425 | $12,406+153.3% | $10,767+191.9% | $11,409+175.5% |