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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 | $62,824 | $102,422-38.7% | $147,117-57.3% | $80,959-22.4% |
| Participation rate | 67.5% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 15.74% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $5,024 | $3,717+35.1% | $4,932+1.9% | $2,757+82.2% |
| Participant deferral / active EE | $11,835 | $6,652+77.9% | $8,065+46.7% | $4,300+175.2% |
| Admin fee / account holder | $8,333 | $7,953+4.8% | $12,993-35.9% | $6,925+20.3% |