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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 | $75,384 | $102,385-26.4% | $147,080-48.7% | $80,935-6.9% |
| Participation rate | 59.0% | 75.9%-16.9pp | 82.2%-23.2pp | 67.7%-8.7pp |
| Annual return | 23.04% | 135.09%-112.1pp | 420.17%-397.1pp | 35.66%-12.6pp |
| Employer contribution / active EE | $5,789 | $3,717+55.8% | $4,933+17.3% | $2,757+110.0% |
| Participant deferral / active EE | $7,245 | $6,651+8.9% | $8,066-10.2% | $4,299+68.5% |
| Admin fee / account holder | $380 | $7,951-95.2% | $12,989-97.1% | $6,924-94.5% |