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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 | $33,667 | $217,432-84.5% | $185,849-81.9% | $167,536-79.9% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 24.79% | 148.42%-123.6pp | 122.10%-97.3pp | 478.82%-454.0pp |
| Employer contribution / active EE | $2,455 | $5,875-58.2% | $5,169-52.5% | $4,839-49.3% |
| Participant deferral / active EE | $6,369 | $6,357+0.2% | $5,569+14.4% | $6,342+0.4% |
| Admin fee / account holder | $1,528 | $19,818-92.3% | $16,244-90.6% | $12,315-87.6% |