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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 | $102,382-51.5% | $147,005-66.2% | $80,874-38.6% |
| Participation rate | 60.8% | 75.8%-15.1pp | 82.2%-21.4pp | 67.6%-6.9pp |
| Annual return | 27.19% | 134.89%-107.7pp | 418.76%-391.6pp | 35.62%-8.4pp |
| Employer contribution / active EE | $4,197 | $3,715+13.0% | $4,934-14.9% | $2,756+52.3% |
| Participant deferral / active EE | $7,774 | $6,646+17.0% | $8,070-3.7% | $4,297+80.9% |
| Admin fee / account holder | $701 | $7,942-91.2% | $13,006-94.6% | $6,935-89.9% |