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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 | $51,679 | $157,276-67.1% | $141,177-63.4% | $152,885-66.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 55.70% | 64.33%-8.6pp | 71.40%-15.7pp | 345.39%-289.7pp |
| Employer contribution / active EE | $3,899 | $5,262-25.9% | $4,736-17.7% | $4,763-18.1% |
| Participant deferral / active EE | $12,999 | $7,110+82.8% | $6,710+93.7% | $5,851+122.2% |
| Admin fee / account holder | $1,941 | $12,123-84.0% | $10,263-81.1% | $11,598-83.3% |