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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 | $29,950 | $166,131-82.0% | $164,975-81.8% | $145,877-79.5% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.6%-24.1pp | 80.3%-25.8pp |
| Annual return | 10.09% | 100.37%-90.3pp | 70.12%-60.0pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,729 | $5,276-67.2% | $4,343-60.2% | $4,663-62.9% |
| Participant deferral / active EE | $7,436 | $6,962+6.8% | $6,033+23.2% | $6,691+11.1% |
| Admin fee / account holder | $1,851 | $16,648-88.9% | $12,688-85.4% | $13,402-86.2% |