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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 | $70,146 | $152,619-54.0% | $125,195-44.0% | $152,909-54.1% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 25.22% | 54.85%-29.6pp | 43.79%-18.6pp | 345.46%-320.2pp |
| Employer contribution / active EE | $6,820 | $4,947+37.9% | $3,866+76.4% | $4,764+43.2% |
| Participant deferral / active EE | $12,039 | $5,869+105.1% | $4,937+143.8% | $5,851+105.7% |
| Admin fee / account holder | $13,581 | $13,437+1.1% | $9,704+39.9% | $11,601+17.1% |