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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 | $15,132 | $100,139-84.9% | $85,187-82.2% | $145,884-89.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 13.66% | 84.15%-70.5pp | 66.67%-53.0pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,724 | $3,238-15.9% | $2,732-0.3% | $4,662-41.6% |
| Participant deferral / active EE | $7,967 | $5,296+50.5% | $4,525+76.1% | $6,690+19.1% |
| Admin fee / account holder | $333 | $7,262-95.4% | $6,162-94.6% | $13,392-97.5% |