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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 | $70,833 | $148,629-52.3% | $135,982-47.9% | $139,487-49.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.07% | 79.33%-61.3pp | 68.32%-50.3pp | 373.84%-355.8pp |
| Employer contribution / active EE | $2,617 | $5,247-50.1% | $4,859-46.1% | $4,755-45.0% |
| Participant deferral / active EE | $9,194 | $8,102+13.5% | $7,760+18.5% | $6,713+37.0% |
| Admin fee / account holder | $2,053 | $12,406-83.5% | $10,767-80.9% | $11,407-82.0% |