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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 | $54,071 | $102,429-47.2% | $147,096-63.2% | $80,925-33.2% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 13.77% | 135.02%-121.3pp | 419.75%-406.0pp | 35.65%-21.9pp |
| Employer contribution / active EE | $2,287 | $3,716-38.5% | $4,936-53.7% | $2,756-17.0% |
| Participant deferral / active EE | $6,124 | $6,649-7.9% | $8,071-24.1% | $4,299+42.5% |
| Admin fee / account holder | $1,374 | $7,957-82.7% | $13,005-89.4% | $6,940-80.2% |