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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 | $51,290 | $148,623-65.5% | $135,974-62.3% | $139,466-63.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.17% | 79.30%-62.1pp | 68.30%-51.1pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,541 | $5,246-51.6% | $4,859-47.7% | $4,754-46.6% |
| Participant deferral / active EE | $8,163 | $8,103+0.7% | $7,760+5.2% | $6,712+21.6% |
| Admin fee / account holder | $1,166 | $12,406-90.6% | $10,767-89.2% | $11,409-89.8% |