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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 | $54,499 | $129,737-58.0% | $119,126-54.3% | $154,746-64.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 20.78% | 379.08%-358.3pp | 282.11%-261.3pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,266 | $4,375-71.1% | $4,034-68.6% | $4,379-71.1% |
| Participant deferral / active EE | $6,768 | $5,842+15.8% | $5,318+27.3% | $6,730+0.6% |
| Admin fee / account holder | $2,673 | $11,961-77.7% | $10,693-75.0% | $14,365-81.4% |