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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 | $67,495 | $152,619-55.8% | $125,195-46.1% | $152,909-55.9% |
| Participation rate | 63.2% | 83.3%-20.2pp | 79.8%-16.6pp | 82.5%-19.3pp |
| Annual return | 22.10% | 54.85%-32.8pp | 43.79%-21.7pp | 345.46%-323.4pp |
| Employer contribution / active EE | $4,133 | $4,947-16.5% | $3,866+6.9% | $4,764-13.2% |
| Participant deferral / active EE | $11,760 | $5,869+100.4% | $4,937+138.2% | $5,851+101.0% |
| Admin fee / account holder | $2,454 | $13,437-81.7% | $9,704-74.7% | $11,601-78.8% |