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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 | $54,233 | $85,766-36.8% | $136,298-60.2% | $70,126-22.7% |
| Participation rate | 64.5% | 74.2%-9.6pp | 81.9%-17.4pp | 69.5%-5.0pp |
| Annual return | 16.21% | 31.46%-15.2pp | 5156.27%-5140.1pp | 73.15%-56.9pp |
| Employer contribution / active EE | $3,791 | $2,966+27.8% | $4,696-19.3% | $2,343+61.8% |
| Participant deferral / active EE | $4,296 | $5,051-15.0% | $6,247-31.2% | $3,332+28.9% |
| Admin fee / account holder | $358 | $5,421-93.4% | $9,244-96.1% | $4,645-92.3% |