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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 | $51,184 | $58,714-12.8% | $142,874-64.2% | $85,856-40.4% |
| Participation rate | 56.9% | 58.5%-1.6pp | 72.0%-15.1pp | 69.3%-12.5pp |
| Annual return | 16.11% | 27.73%-11.6pp | 5638.58%-5622.5pp | 318.58%-302.5pp |
| Employer contribution / active EE | $2,077 | $1,423+45.9% | $4,145-49.9% | $2,565-19.0% |
| Participant deferral / active EE | $4,235 | $2,608+62.4% | $3,838+10.3% | $3,952+7.2% |
| Admin fee / account holder | $5,143 | $4,241+21.3% | $6,561-21.6% | $6,261-17.9% |