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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 | $50,135 | $63,346-20.9% | $92,240-45.6% | $70,126-28.5% |
| Participation rate | 63.3% | 68.7%-5.3pp | 76.5%-13.1pp | 69.5%-6.2pp |
| Annual return | 15.97% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,501 | $2,471-39.3% | $3,680-59.2% | $2,343-35.9% |
| Participant deferral / active EE | $3,549 | $2,854+24.4% | $3,897-8.9% | $3,332+6.5% |
| Admin fee / account holder | $1,231 | $3,841-67.9% | $5,194-76.3% | $4,645-73.5% |