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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 | $56,005 | $98,766-43.3% | $149,730-62.6% | $79,852-29.9% |
| Participation rate | 62.8% | 75.8%-13.0pp | 82.5%-19.7pp | 69.6%-6.8pp |
| Annual return | 20.69% | 27.43%-6.7pp | 276.70%-256.0pp | 31.72%-11.0pp |
| Employer contribution / active EE | $3,774 | $3,217+17.3% | $4,645-18.8% | $2,471+52.7% |
| Participant deferral / active EE | $8,549 | $5,681+50.5% | $6,843+24.9% | $3,740+128.6% |
| Admin fee / account holder | $9,859 | $6,052+62.9% | $9,310+5.9% | $5,306+85.8% |