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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 | $22,289 | $107,944-79.4% | $91,994-75.8% | $152,885-85.4% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 25.82% | 89.26%-63.4pp | 69.03%-43.2pp | 345.39%-319.6pp |
| Employer contribution / active EE | $4,346 | $4,210+3.2% | $3,452+25.9% | $4,763-8.8% |
| Participant deferral / active EE | $6,570 | $6,365+3.2% | $5,923+10.9% | $5,851+12.3% |
| Admin fee / account holder | $7,601 | $10,521-27.7% | $7,743-1.8% | $11,598-34.5% |