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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 | $52,831 | $89,367-40.9% | $141,191-62.6% | $72,975-27.6% |
| Participation rate | 69.0% | 75.1%-6.2pp | 82.5%-13.5pp | 69.5%-0.5pp |
| Annual return | 40.06% | 111.87%-71.8pp | 71.41%-31.3pp | 81.01%-41.0pp |
| Employer contribution / active EE | $5,096 | $3,115+63.6% | $4,736+7.6% | $2,440+108.8% |
| Participant deferral / active EE | $7,431 | $5,419+37.1% | $6,710+10.8% | $3,608+106.0% |
| Admin fee / account holder | $924 | $5,957-84.5% | $10,264-91.0% | $5,124-82.0% |