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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 | $54,448 | $166,242-67.2% | $165,071-67.0% | $145,884-62.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 13.16% | 100.44%-87.3pp | 70.17%-57.0pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,912 | $5,283-44.9% | $4,347-33.0% | $4,662-37.5% |
| Participant deferral / active EE | $7,777 | $6,964+11.7% | $6,035+28.9% | $6,690+16.3% |
| Admin fee / account holder | $14,712 | $16,658-11.7% | $12,695+15.9% | $13,392+9.9% |