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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 | $69,306 | $148,623-53.4% | $135,974-49.0% | $139,466-50.3% |
| Participation rate | 68.8% | 83.9%-15.1pp | 81.9%-13.2pp | 80.3%-11.6pp |
| Annual return | 16.53% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $3,863 | $5,246-26.4% | $4,859-20.5% | $4,754-18.7% |
| Participant deferral / active EE | $8,380 | $8,103+3.4% | $7,760+8.0% | $6,712+24.8% |
| Admin fee / account holder | $5,894 | $12,406-52.5% | $10,767-45.3% | $11,409-48.3% |