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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 | $31,767 | $96,388-67.0% | $80,627-60.6% | $139,466-77.2% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 24.76% | 1352.08%-1327.3pp | 936.76%-912.0pp | 373.66%-348.9pp |
| Employer contribution / active EE | $1,703 | $3,260-47.8% | $2,723-37.4% | $4,754-64.2% |
| Participant deferral / active EE | $8,816 | $5,224+68.7% | $4,443+98.4% | $6,712+31.3% |
| Admin fee / account holder | $2,177 | $6,603-67.0% | $5,381-59.5% | $11,409-80.9% |