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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 | $53,899 | $157,276-65.7% | $141,177-61.8% | $152,885-64.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 25.68% | 64.33%-38.7pp | 71.40%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $1,655 | $5,262-68.5% | $4,736-65.0% | $4,763-65.2% |
| Participant deferral / active EE | $6,675 | $7,110-6.1% | $6,710-0.5% | $5,851+14.1% |
| Admin fee / account holder | $624 | $12,123-94.9% | $10,263-93.9% | $11,598-94.6% |