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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 | $39,622 | $100,262-60.5% | $81,370-51.3% | $145,897-72.8% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 53.29% | 34.52%+18.8pp | 24.85%+28.4pp | 552.29%-499.0pp |
| Employer contribution / active EE | $15,846 | $2,979+431.9% | $2,464+543.1% | $4,663+239.8% |
| Participant deferral / active EE | $1,147 | $4,612-75.1% | $3,885-70.5% | $6,689-82.9% |
| Admin fee / account holder | $1,168 | $8,163-85.7% | $5,749-79.7% | $13,390-91.3% |