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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 | $66,505 | $148,623-55.3% | $135,974-51.1% | $139,466-52.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 26.52% | 79.30%-52.8pp | 68.30%-41.8pp | 373.66%-347.1pp |
| Employer contribution / active EE | $1,574 | $5,246-70.0% | $4,859-67.6% | $4,754-66.9% |
| Participant deferral / active EE | $7,267 | $8,103-10.3% | $7,760-6.4% | $6,712+8.3% |
| Admin fee / account holder | $1,303 | $12,406-89.5% | $10,767-87.9% | $11,409-88.6% |