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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 | $33,476 | $102,595-67.4% | $94,057-64.4% | $154,746-78.4% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 17.80% | 583.42%-565.6pp | 480.62%-462.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,205 | $3,147-61.7% | $2,933-58.9% | $4,379-72.5% |
| Participant deferral / active EE | $6,130 | $5,118+19.8% | $4,709+30.2% | $6,730-8.9% |
| Admin fee / account holder | $389 | $7,736-95.0% | $7,244-94.6% | $14,365-97.3% |