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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 | $68,433 | $85,766-20.2% | $136,298-49.8% | $70,126-2.4% |
| Participation rate | 69.5% | 74.2%-4.6pp | 81.9%-12.4pp | 69.5%0pp |
| Annual return | 14.94% | 31.46%-16.5pp | 5156.27%-5141.3pp | 73.15%-58.2pp |
| Employer contribution / active EE | $2,835 | $2,966-4.4% | $4,696-39.6% | $2,343+21.0% |
| Participant deferral / active EE | $5,422 | $5,051+7.3% | $6,247-13.2% | $3,332+62.7% |
| Admin fee / account holder | $1,275 | $5,421-76.5% | $9,244-86.2% | $4,645-72.6% |