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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 | $67,349 | $85,766-21.5% | $136,298-50.6% | $70,126-4.0% |
| Participation rate | 68.8% | 74.2%-5.4pp | 81.9%-13.2pp | 69.5%-0.8pp |
| Annual return | 23.20% | 31.46%-8.3pp | 5156.27%-5133.1pp | 73.15%-49.9pp |
| Employer contribution / active EE | $2,609 | $2,966-12.0% | $4,696-44.4% | $2,343+11.4% |
| Participant deferral / active EE | $6,500 | $5,051+28.7% | $6,247+4.1% | $3,332+95.1% |
| Admin fee / account holder | $11,232 | $5,421+107.2% | $9,244+21.5% | $4,645+141.8% |