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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 | $62,241 | $102,429-39.2% | $147,096-57.7% | $80,925-23.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 22.08% | 135.02%-112.9pp | 419.75%-397.7pp | 35.65%-13.6pp |
| Employer contribution / active EE | $2,249 | $3,716-39.5% | $4,936-54.4% | $2,756-18.4% |
| Participant deferral / active EE | $3,304 | $6,649-50.3% | $8,071-59.1% | $4,299-23.1% |
| Admin fee / account holder | $319 | $7,957-96.0% | $13,005-97.6% | $6,940-95.4% |