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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 | $73,658 | $109,967-33.0% | $97,197-24.2% | $145,877-49.5% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 12.34% | 244.27%-231.9pp | 75.47%-63.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,150 | $3,077-30.1% | $2,723-21.0% | $4,663-53.9% |
| Participant deferral / active EE | $8,950 | $4,676+91.4% | $4,263+109.9% | $6,691+33.8% |
| Admin fee / account holder | $1,640 | $6,199-73.5% | $5,637-70.9% | $13,402-87.8% |