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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 | $148,558-79.4% | $135,925-77.5% | $139,427-78.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 16.90% | 79.22%-62.3pp | 68.25%-51.4pp | 373.27%-356.4pp |
| Employer contribution / active EE | $2,527 | $5,244-51.8% | $4,857-48.0% | $4,752-46.8% |
| Participant deferral / active EE | $5,128 | $8,101-36.7% | $7,759-33.9% | $6,711-23.6% |
| Admin fee / account holder | $3,467 | $12,401-72.0% | $10,764-67.8% | $11,404-69.6% |