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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 | $37,913 | $108,911-65.2% | $100,392-62.2% | $145,884-74.0% |
| Participation rate | 61.5% | 83.0%-21.4pp | 81.5%-20.0pp | 80.3%-18.8pp |
| Annual return | 58.65% | 58.23%+0.4pp | 49.45%+9.2pp | 551.85%-493.2pp |
| Employer contribution / active EE | $12,999 | $4,420+194.1% | $3,941+229.8% | $4,662+178.8% |
| Participant deferral / active EE | $20,376 | $8,459+140.9% | $8,090+151.9% | $6,690+204.6% |
| Admin fee / account holder | $3,533 | $9,698-63.6% | $7,904-55.3% | $13,392-73.6% |