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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 | $44,748 | $157,276-71.5% | $141,177-68.3% | $152,885-70.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.64% | 64.33%-38.7pp | 71.40%-45.8pp | 345.39%-319.7pp |
| Employer contribution / active EE | $4,646 | $5,262-11.7% | $4,736-1.9% | $4,763-2.5% |
| Participant deferral / active EE | $14,862 | $7,110+109.0% | $6,710+121.5% | $5,851+154.0% |
| Admin fee / account holder | $555 | $12,123-95.4% | $10,263-94.6% | $11,598-95.2% |