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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 | $55,367 | $89,367-38.0% | $141,191-60.8% | $72,975-24.1% |
| Participation rate | 69.0% | 75.1%-6.2pp | 82.5%-13.5pp | 69.5%-0.5pp |
| Annual return | 21.09% | 111.87%-90.8pp | 71.41%-50.3pp | 81.01%-59.9pp |
| Employer contribution / active EE | $3,033 | $3,115-2.6% | $4,736-36.0% | $2,440+24.3% |
| Participant deferral / active EE | $7,553 | $5,419+39.4% | $6,710+12.6% | $3,608+109.4% |
| Admin fee / account holder | $20,053 | $5,957+236.7% | $10,264+95.4% | $5,124+291.4% |