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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 | $99,921-84.9% | $85,009-82.2% | $145,959-89.6% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 13.66% | 83.89%-70.2pp | 66.47%-52.8pp | 561.95%-548.3pp |
| Employer contribution / active EE | $2,724 | $3,233-15.7% | $2,728-0.2% | $4,661-41.6% |
| Participant deferral / active EE | $7,967 | $5,293+50.5% | $4,522+76.2% | $6,689+19.1% |
| Admin fee / account holder | $333 | $7,252-95.4% | $6,153-94.6% | $13,398-97.5% |