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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 | $32,234 | $148,623-78.3% | $135,974-76.3% | $139,466-76.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 16.74% | 79.30%-62.6pp | 68.30%-51.6pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,455 | $5,246-72.3% | $4,859-70.1% | $4,754-69.4% |
| Participant deferral / active EE | $9,000 | $8,103+11.1% | $7,760+16.0% | $6,712+34.1% |
| Admin fee / account holder | $13,173 | $12,406+6.2% | $10,767+22.4% | $11,409+15.5% |