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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 | $53,847 | $102,429-47.4% | $147,096-63.4% | $80,925-33.5% |
| Participation rate | 65.9% | 75.9%-10.0pp | 82.2%-16.3pp | 67.7%-1.8pp |
| Annual return | 12.23% | 135.02%-122.8pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $5,601 | $3,716+50.8% | $4,936+13.5% | $2,756+103.2% |
| Participant deferral / active EE | $5,789 | $6,649-12.9% | $8,071-28.3% | $4,299+34.7% |
| Admin fee / account holder | $25,865 | $7,957+225.1% | $13,005+98.9% | $6,940+272.7% |