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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 | $34,040 | $76,551-55.5% | $123,894-72.5% | $62,881-45.9% |
| Participation rate | 69.7% | 73.0%-3.3pp | 81.4%-11.7pp | 69.3%+0.4pp |
| Annual return | 98.02% | 18.68%+79.3pp | 47.52%+50.5pp | 20.14%+77.9pp |
| Employer contribution / active EE | $2,069 | $2,882-28.2% | $4,617-55.2% | $2,281-9.3% |
| Participant deferral / active EE | $6,914 | $4,840+42.9% | $5,984+15.5% | $3,203+115.9% |
| Admin fee / account holder | $2,648 | $4,826-45.1% | $8,357-68.3% | $4,296-38.4% |