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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 | $29,692 | $160,070-81.5% | $147,117-79.8% | $145,897-79.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.75% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,692 | $5,285-49.1% | $4,932-45.4% | $4,663-42.3% |
| Participant deferral / active EE | $7,382 | $8,419-12.3% | $8,065-8.5% | $6,689+10.4% |
| Admin fee / account holder | $1,847 | $15,035-87.7% | $12,993-85.8% | $13,390-86.2% |