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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 | $62,744 | $102,382-38.7% | $147,005-57.3% | $80,874-22.4% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.2%-16.6pp | 67.6%-2.1pp |
| Annual return | 15.12% | 134.89%-119.8pp | 418.76%-403.6pp | 35.62%-20.5pp |
| Employer contribution / active EE | $5,186 | $3,715+39.6% | $4,934+5.1% | $2,756+88.2% |
| Participant deferral / active EE | $10,655 | $6,646+60.3% | $8,070+32.0% | $4,297+148.0% |
| Admin fee / account holder | $1,325 | $7,942-83.3% | $13,006-89.8% | $6,935-80.9% |