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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 | $24,647 | $148,623-83.4% | $135,974-81.9% | $139,466-82.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 28.75% | 79.30%-50.5pp | 68.30%-39.6pp | 373.66%-344.9pp |
| Employer contribution / active EE | $4,380 | $5,246-16.5% | $4,859-9.8% | $4,754-7.9% |
| Participant deferral / active EE | $7,158 | $8,103-11.7% | $7,760-7.8% | $6,712+6.6% |
| Admin fee / account holder | $11,441 | $12,406-7.8% | $10,767+6.3% | $11,409+0.3% |