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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 | $15,117 | $123,854-87.8% | $69,623-78.3% | $145,884-89.6% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 10.13% | 192.35%-182.2pp | 101.23%-91.1pp | 551.85%-541.7pp |
| Employer contribution / active EE | $3,474 | $2,673+30.0% | $1,709+103.3% | $4,662-25.5% |
| Participant deferral / active EE | $4,314 | $4,242+1.7% | $2,890+49.3% | $6,690-35.5% |
| Admin fee / account holder | $5,800 | $7,822-25.9% | $4,696+23.5% | $13,392-56.7% |