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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 | $48,014 | $208,088-76.9% | $186,193-74.2% | $154,746-69.0% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 18.18% | 89.97%-71.8pp | 78.03%-59.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $2,238 | $4,340-48.4% | $3,918-42.9% | $4,379-48.9% |
| Participant deferral / active EE | $5,299 | $7,078-25.1% | $6,513-18.6% | $6,730-21.3% |
| Admin fee / account holder | $2,152 | $11,698-81.6% | $11,058-80.5% | $14,365-85.0% |