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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 | $59,166 | $78,607-24.7% | $105,624-44.0% | $74,478-20.6% |
| Participation rate | 69.9% | 72.8%-2.9pp | 75.3%-5.4pp | 67.2%+2.7pp |
| Annual return | 11.77% | 15.96%-4.2pp | 116.20%-104.4pp | 1370.56%-1358.8pp |
| Employer contribution / active EE | $2,998 | $2,523+18.8% | $3,168-5.4% | $2,626+14.2% |
| Participant deferral / active EE | $5,728 | $4,325+32.5% | $5,013+14.3% | $4,350+31.7% |
| Admin fee / account holder | $9,737 | $2,220+338.7% | $10,961-11.2% | $1,946+400.4% |