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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 | $44,845 | $148,623-69.8% | $135,974-67.0% | $139,466-67.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 19.53% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.1pp |
| Employer contribution / active EE | $3,012 | $5,246-42.6% | $4,859-38.0% | $4,754-36.6% |
| Participant deferral / active EE | $13,484 | $8,103+66.4% | $7,760+73.8% | $6,712+100.9% |
| Admin fee / account holder | $677 | $12,406-94.5% | $10,767-93.7% | $11,409-94.1% |