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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 | $41,795 | $148,623-71.9% | $135,974-69.3% | $139,466-70.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 16.28% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $2,274 | $5,246-56.7% | $4,859-53.2% | $4,754-52.2% |
| Participant deferral / active EE | $8,233 | $8,103+1.6% | $7,760+6.1% | $6,712+22.7% |
| Admin fee / account holder | $1,612 | $12,406-87.0% | $10,767-85.0% | $11,409-85.9% |