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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 | $27,931 | $217,432-87.2% | $185,851-85.0% | $167,553-83.3% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 14.94% | 148.43%-133.5pp | 122.11%-107.2pp | 478.89%-464.0pp |
| Employer contribution / active EE | $2,549 | $5,874-56.6% | $5,168-50.7% | $4,840-47.3% |
| Participant deferral / active EE | $9,060 | $6,357+42.5% | $5,569+62.7% | $6,343+42.8% |
| Admin fee / account holder | $150,985 | $19,820+661.8% | $16,245+829.4% | $12,316+1125.9% |