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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 | $42,184 | $171,492-75.4% | $150,734-72.0% | $198,609-78.8% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 16.02% | 804.70%-788.7pp | 600.81%-584.8pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,929 | $5,470-46.5% | $4,918-40.5% | $5,055-42.1% |
| Participant deferral / active EE | $6,905 | $6,259+10.3% | $5,610+23.1% | $6,977-1.0% |
| Admin fee / account holder | $4,122 | $17,628-76.6% | $14,905-72.3% | $19,030-78.3% |