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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 | $79,707 | $227,633-65.0% | $189,597-58.0% | $167,553-52.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 16.63% | 78.45%-61.8pp | 64.20%-47.6pp | 478.89%-462.3pp |
| Employer contribution / active EE | $8,996 | $5,317+69.2% | $4,412+103.9% | $4,840+85.9% |
| Participant deferral / active EE | $2,879 | $7,003-58.9% | $6,174-53.4% | $6,343-54.6% |
| Admin fee / account holder | $597 | $11,879-95.0% | $9,807-93.9% | $12,316-95.2% |