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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 | $53,493 | $90,107-40.6% | $182,262-70.7% | $69,733-23.3% |
| Participation rate | 67.0% | 64.8%+2.1pp | 84.2%-17.2pp | 62.5%+4.5pp |
| Annual return | 12.73% | 95.58%-82.8pp | 140.60%-127.9pp | 15.22%-2.5pp |
| Employer contribution / active EE | $5,771 | $3,043+89.7% | $5,046+14.4% | $2,250+156.4% |
| Participant deferral / active EE | $7,372 | $5,135+43.6% | $8,276-10.9% | $3,054+141.4% |
| Admin fee / account holder | $7,420 | $3,377+119.7% | $16,712-55.6% | $3,102+139.2% |