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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 | $67,060 | $157,296-57.4% | $141,191-52.5% | $152,897-56.1% |
| Participation rate | 55.0% | 84.8%-29.8pp | 82.5%-27.5pp | 82.5%-27.5pp |
| Annual return | 30.65% | 64.34%-33.7pp | 71.41%-40.8pp | 345.43%-314.8pp |
| Employer contribution / active EE | $6,984 | $5,262+32.7% | $4,736+47.5% | $4,764+46.6% |
| Participant deferral / active EE | $5,935 | $7,111-16.5% | $6,710-11.6% | $5,851+1.4% |
| Admin fee / account holder | $2,351 | $12,125-80.6% | $10,264-77.1% | $11,599-79.7% |