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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 | $68,877 | $196,972-65.0% | $182,262-62.2% | $198,609-65.3% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 17.94% | 158.27%-140.3pp | 140.60%-122.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $1,733 | $5,364-67.7% | $5,046-65.6% | $5,055-65.7% |
| Participant deferral / active EE | $8,317 | $8,643-3.8% | $8,276+0.5% | $6,977+19.2% |
| Admin fee / account holder | $2,000 | $18,429-89.1% | $16,712-88.0% | $19,030-89.5% |