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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 | $67,113 | $148,623-54.8% | $135,974-50.6% | $139,466-51.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 19.92% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,916 | $5,246-63.5% | $4,859-60.6% | $4,754-59.7% |
| Participant deferral / active EE | $10,357 | $8,103+27.8% | $7,760+33.5% | $6,712+54.3% |
| Admin fee / account holder | $2,169 | $12,406-82.5% | $10,767-79.9% | $11,409-81.0% |