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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 | $76,116 | $102,429-25.7% | $147,096-48.3% | $80,925-5.9% |
| Participation rate | 50.8% | 75.9%-25.0pp | 82.2%-31.4pp | 67.7%-16.8pp |
| Annual return | 24.91% | 135.02%-110.1pp | 419.75%-394.8pp | 35.65%-10.7pp |
| Employer contribution / active EE | $5,347 | $3,716+43.9% | $4,936+8.3% | $2,756+94.0% |
| Participant deferral / active EE | $6,335 | $6,649-4.7% | $8,071-21.5% | $4,299+47.4% |
| Admin fee / account holder | $1,984 | $7,957-75.1% | $13,005-84.7% | $6,940-71.4% |