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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 | $78,146 | $154,754-49.5% | $124,206-37.1% | $138,895-43.7% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.6%-12.4pp | 79.9%-22.8pp |
| Annual return | 16.33% | 709.28%-693.0pp | 515.27%-498.9pp | 145.39%-129.1pp |
| Employer contribution / active EE | $849 | $4,446-80.9% | $3,540-76.0% | $4,194-79.7% |
| Participant deferral / active EE | $6,444 | $4,621+39.5% | $3,968+62.4% | $6,396+0.8% |
| Admin fee / account holder | $11,909 | $6,690+78.0% | $5,929+100.9% | $12,562-5.2% |