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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 | $29,965 | $150,412-80.1% | $120,574-75.1% | $145,884-79.5% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.3pp | 80.3%-13.6pp |
| Annual return | 16.72% | 154.50%-137.8pp | 107.42%-90.7pp | 551.85%-535.1pp |
| Employer contribution / active EE | $3,018 | $4,355-30.7% | $3,471-13.0% | $4,662-35.3% |
| Participant deferral / active EE | $9,250 | $6,175+49.8% | $4,996+85.1% | $6,690+38.3% |
| Admin fee / account holder | $4,907 | $12,224-59.9% | $9,445-48.0% | $13,392-63.4% |