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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 | $24,783 | $148,629-83.3% | $135,982-81.8% | $139,487-82.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 29.63% | 79.33%-49.7pp | 68.32%-38.7pp | 373.84%-344.2pp |
| Employer contribution / active EE | $2,040 | $5,247-61.1% | $4,859-58.0% | $4,755-57.1% |
| Participant deferral / active EE | $6,689 | $8,102-17.4% | $7,760-13.8% | $6,713-0.4% |
| Admin fee / account holder | $1,248 | $12,406-89.9% | $10,767-88.4% | $11,407-89.1% |