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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 | $30,079 | $129,737-76.8% | $119,126-74.8% | $154,746-80.6% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 10.94% | 379.08%-368.1pp | 282.11%-271.2pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,482 | $4,375-66.1% | $4,034-63.3% | $4,379-66.2% |
| Participant deferral / active EE | $5,125 | $5,842-12.3% | $5,318-3.6% | $6,730-23.9% |
| Admin fee / account holder | $3,073 | $11,961-74.3% | $10,693-71.3% | $14,365-78.6% |