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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 | $72,762 | $166,020-56.2% | $164,866-55.9% | $145,959-50.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 20.30% | 100.08%-79.8pp | 69.97%-49.7pp | 561.95%-541.7pp |
| Employer contribution / active EE | $3,234 | $5,275-38.7% | $4,343-25.5% | $4,661-30.6% |
| Participant deferral / active EE | $11,575 | $6,961+66.3% | $6,033+91.9% | $6,689+73.1% |
| Admin fee / account holder | $1,410 | $16,644-91.5% | $12,689-88.9% | $13,398-89.5% |