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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 | $49,645 | $102,385-51.5% | $147,080-66.2% | $80,935-38.7% |
| Participation rate | 60.8% | 75.9%-15.1pp | 82.2%-21.4pp | 67.7%-6.9pp |
| Annual return | 27.19% | 135.09%-107.9pp | 420.17%-393.0pp | 35.66%-8.5pp |
| Employer contribution / active EE | $4,197 | $3,717+12.9% | $4,933-14.9% | $2,757+52.2% |
| Participant deferral / active EE | $7,774 | $6,651+16.9% | $8,066-3.6% | $4,299+80.8% |
| Admin fee / account holder | $701 | $7,951-91.2% | $12,989-94.6% | $6,924-89.9% |