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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 | $166,242-56.2% | $165,071-55.9% | $145,884-50.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 20.30% | 100.44%-80.1pp | 70.17%-49.9pp | 551.85%-531.6pp |
| Employer contribution / active EE | $3,234 | $5,283-38.8% | $4,347-25.6% | $4,662-30.6% |
| Participant deferral / active EE | $11,575 | $6,964+66.2% | $6,035+91.8% | $6,690+73.0% |
| Admin fee / account holder | $1,410 | $16,658-91.5% | $12,695-88.9% | $13,392-89.5% |