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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 | $71,884 | $148,582-51.6% | $135,942-47.1% | $139,456-48.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 18.81% | 79.26%-60.4pp | 68.28%-49.5pp | 373.45%-354.6pp |
| Employer contribution / active EE | $1,686 | $5,245-67.8% | $4,858-65.3% | $4,753-64.5% |
| Participant deferral / active EE | $6,868 | $8,101-15.2% | $7,759-11.5% | $6,711+2.3% |
| Admin fee / account holder | $15,697 | $12,402+26.6% | $10,764+45.8% | $11,407+37.6% |