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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 | $54,555 | $88,203-38.1% | $165,100-67.0% | $74,478-26.7% |
| Participation rate | 65.4% | 73.1%-7.7pp | 78.6%-13.2pp | 67.2%-1.8pp |
| Annual return | 17.56% | 17.13%+0.4pp | 70.21%-52.6pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $2,449 | $2,601-5.8% | $4,348-43.7% | $2,626-6.7% |
| Participant deferral / active EE | $5,529 | $4,505+22.7% | $6,035-8.4% | $4,350+27.1% |
| Admin fee / account holder | $3,401 | $2,235+52.2% | $12,696-73.2% | $1,946+74.8% |