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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 | $25,480 | $166,131-84.7% | $164,975-84.6% | $145,877-82.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 17.22% | 100.37%-83.1pp | 70.12%-52.9pp | 551.28%-534.1pp |
| Employer contribution / active EE | $2,327 | $5,276-55.9% | $4,343-46.4% | $4,663-50.1% |
| Participant deferral / active EE | $9,535 | $6,962+37.0% | $6,033+58.0% | $6,691+42.5% |
| Admin fee / account holder | $3,258 | $16,648-80.4% | $12,688-74.3% | $13,402-75.7% |