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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 | $57,652 | $160,040-64.0% | $147,096-60.8% | $145,877-60.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.96% | 98.49%-76.5pp | 419.75%-397.8pp | 551.28%-529.3pp |
| Employer contribution / active EE | $3,259 | $5,289-38.4% | $4,936-34.0% | $4,663-30.1% |
| Participant deferral / active EE | $8,259 | $8,429-2.0% | $8,071+2.3% | $6,691+23.4% |
| Admin fee / account holder | $9,736 | $15,050-35.3% | $13,005-25.1% | $13,402-27.4% |