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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 | $54,602 | $148,582-63.3% | $135,942-59.8% | $139,456-60.8% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 19.88% | 79.26%-59.4pp | 68.28%-48.4pp | 373.45%-353.6pp |
| Employer contribution / active EE | $14,802 | $5,245+182.2% | $4,858+204.7% | $4,753+211.4% |
| Participant deferral / active EE | $10,310 | $8,101+27.3% | $7,759+32.9% | $6,711+53.6% |
| Admin fee / account holder | $1,286 | $12,402-89.6% | $10,764-88.1% | $11,407-88.7% |