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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 | $160,040-81.4% | $147,096-79.8% | $145,877-79.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.75% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $2,692 | $5,289-49.1% | $4,936-45.5% | $4,663-42.3% |
| Participant deferral / active EE | $7,382 | $8,429-12.4% | $8,071-8.5% | $6,691+10.3% |
| Admin fee / account holder | $1,847 | $15,050-87.7% | $13,005-85.8% | $13,402-86.2% |