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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 | $75,886 | $99,652-23.8% | $78,778-3.7% | $147,585-48.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.2%-35.9pp | 82.8%-49.5pp |
| Annual return | 9.76% | 47.28%-37.5pp | 35.62%-25.9pp | 578.57%-568.8pp |
| Employer contribution / active EE | $4,679 | $2,796+67.4% | $1,986+135.6% | $4,876-4.0% |
| Participant deferral / active EE | $6,337 | $3,664+73.0% | $2,958+114.2% | $5,439+16.5% |
| Admin fee / account holder | $442 | $7,155-93.8% | $5,134-91.4% | $10,885-95.9% |