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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 | $79,698 | $157,276-49.3% | $141,177-43.5% | $152,885-47.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 30.34% | 64.33%-34.0pp | 71.40%-41.1pp | 345.39%-315.1pp |
| Employer contribution / active EE | $14,125 | $5,262+168.5% | $4,736+198.3% | $4,763+196.6% |
| Participant deferral / active EE | $9,500 | $7,110+33.6% | $6,710+41.6% | $5,851+62.4% |
| Admin fee / account holder | $368 | $12,123-97.0% | $10,263-96.4% | $11,598-96.8% |