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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 | $100,125-60.4% | $81,482-51.4% | $145,978-72.9% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 53.29% | 34.44%+18.9pp | 24.79%+28.5pp | 550.52%-497.2pp |
| Employer contribution / active EE | $15,846 | $2,977+432.2% | $2,463+543.3% | $4,662+239.9% |
| Participant deferral / active EE | $1,147 | $4,609-75.1% | $3,885-70.5% | $6,690-82.9% |
| Admin fee / account holder | $1,168 | $8,198-85.8% | $5,761-79.7% | $13,400-91.3% |