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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 | $30,586 | $148,629-79.4% | $135,982-77.5% | $139,487-78.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 16.90% | 79.33%-62.4pp | 68.32%-51.4pp | 373.84%-356.9pp |
| Employer contribution / active EE | $2,527 | $5,247-51.8% | $4,859-48.0% | $4,755-46.9% |
| Participant deferral / active EE | $5,128 | $8,102-36.7% | $7,760-33.9% | $6,713-23.6% |
| Admin fee / account holder | $3,467 | $12,406-72.1% | $10,767-67.8% | $11,407-69.6% |