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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 | $42,350 | $150,412-71.8% | $120,574-64.9% | $145,884-71.0% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 27.15% | 154.50%-127.4pp | 107.42%-80.3pp | 551.85%-524.7pp |
| Employer contribution / active EE | $2,598 | $4,355-40.3% | $3,471-25.2% | $4,662-44.3% |
| Participant deferral / active EE | $5,287 | $6,175-14.4% | $4,996+5.8% | $6,690-21.0% |
| Admin fee / account holder | $1,728 | $12,224-85.9% | $9,445-81.7% | $13,392-87.1% |