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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 | $63,312 | $148,623-57.4% | $135,974-53.4% | $139,466-54.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 15.14% | 79.30%-64.2pp | 68.30%-53.2pp | 373.66%-358.5pp |
| Employer contribution / active EE | $3,645 | $5,246-30.5% | $4,859-25.0% | $4,754-23.3% |
| Participant deferral / active EE | $17,516 | $8,103+116.2% | $7,760+125.7% | $6,712+161.0% |
| Admin fee / account holder | $17,133 | $12,406+38.1% | $10,767+59.1% | $11,409+50.2% |