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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 | $36,392 | $148,582-75.5% | $135,942-73.2% | $139,456-73.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 23.68% | 79.26%-55.6pp | 68.28%-44.6pp | 373.45%-349.8pp |
| Employer contribution / active EE | $2,131 | $5,245-59.4% | $4,858-56.1% | $4,753-55.2% |
| Participant deferral / active EE | $6,216 | $8,101-23.3% | $7,759-19.9% | $6,711-7.4% |
| Admin fee / account holder | $1,760 | $12,402-85.8% | $10,764-83.6% | $11,407-84.6% |