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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 | $44,518 | $175,259-74.6% | $149,723-70.3% | $139,487-68.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 14.48% | 166.82%-152.3pp | 134.50%-120.0pp | 373.84%-359.4pp |
| Employer contribution / active EE | $2,580 | $5,478-52.9% | $4,821-46.5% | $4,755-45.7% |
| Participant deferral / active EE | $7,943 | $6,522+21.8% | $5,682+39.8% | $6,713+18.3% |
| Admin fee / account holder | $12,489 | $16,158-22.7% | $13,215-5.5% | $11,407+9.5% |