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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 | $55,179 | $102,393-46.1% | $147,041-62.5% | $80,911-31.8% |
| Participation rate | 68.6% | 75.9%-7.3pp | 82.2%-13.6pp | 67.6%+0.9pp |
| Annual return | 20.28% | 134.95%-114.7pp | 419.21%-398.9pp | 35.63%-15.3pp |
| Employer contribution / active EE | $3,221 | $3,715-13.3% | $4,935-34.7% | $2,756+16.9% |
| Participant deferral / active EE | $8,967 | $6,647+34.9% | $8,071+11.1% | $4,297+108.7% |
| Admin fee / account holder | $2,335 | $7,943-70.6% | $13,006-82.0% | $6,935-66.3% |