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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 | $88,137-38.1% | $164,975-66.9% | $74,429-26.7% |
| Participation rate | 65.4% | 73.1%-7.7pp | 78.6%-13.2pp | 67.2%-1.8pp |
| Annual return | 17.56% | 17.13%+0.4pp | 70.12%-52.6pp | 1368.38%-1350.8pp |
| Employer contribution / active EE | $2,449 | $2,597-5.7% | $4,343-43.6% | $2,625-6.7% |
| Participant deferral / active EE | $5,529 | $4,501+22.9% | $6,033-8.4% | $4,348+27.2% |
| Admin fee / account holder | $3,401 | $2,231+52.4% | $12,688-73.2% | $1,944+74.9% |