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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 | $89,999 | $58,258+54.5% | $81,820+10.0% | $80,925+11.2% |
| Participation rate | 57.9% | 63.5%-5.6pp | 72.4%-14.5pp | 67.7%-9.8pp |
| Annual return | 15.77% | 41.76%-26.0pp | 777.93%-762.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $2,307 | $2,345-1.6% | $2,915-20.9% | $2,756-16.3% |
| Participant deferral / active EE | $5,006 | $3,284+52.4% | $4,323+15.8% | $4,299+16.4% |
| Admin fee / account holder | $3,510 | $4,976-29.5% | $7,391-52.5% | $6,940-49.4% |