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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 | $30,066 | $166,131-81.9% | $164,975-81.8% | $145,877-79.4% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.6%-9.1pp | 80.3%-10.7pp |
| Annual return | 19.30% | 100.37%-81.1pp | 70.12%-50.8pp | 551.28%-532.0pp |
| Employer contribution / active EE | $2,610 | $5,276-50.5% | $4,343-39.9% | $4,663-44.0% |
| Participant deferral / active EE | $4,331 | $6,962-37.8% | $6,033-28.2% | $6,691-35.3% |
| Admin fee / account holder | $1,185 | $16,648-92.9% | $12,688-90.7% | $13,402-91.2% |