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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 | $148,582-83.4% | $135,942-81.9% | $139,456-82.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 28.75% | 79.26%-50.5pp | 68.28%-39.5pp | 373.45%-344.7pp |
| Employer contribution / active EE | $4,380 | $5,245-16.5% | $4,858-9.8% | $4,753-7.8% |
| Participant deferral / active EE | $7,158 | $8,101-11.6% | $7,759-7.7% | $6,711+6.7% |
| Admin fee / account holder | $11,441 | $12,402-7.7% | $10,764+6.3% | $11,407+0.3% |