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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 | $36,679 | $232,540-84.2% | $185,117-80.2% | $147,586-75.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 14.39% | 43.03%-28.6pp | 40.50%-26.1pp | 578.59%-564.2pp |
| Employer contribution / active EE | $4,178 | $5,195-19.6% | $4,182-0.1% | $4,876-14.3% |
| Participant deferral / active EE | $8,654 | $5,834+48.3% | $5,045+71.5% | $5,439+59.1% |
| Admin fee / account holder | $19,458 | $10,275+89.4% | $8,159+138.5% | $10,886+78.7% |