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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 | $37,516 | $102,422-63.4% | $147,117-74.5% | $80,959-53.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 16.64% | 135.16%-118.5pp | 420.54%-403.9pp | 35.67%-19.0pp |
| Employer contribution / active EE | $2,460 | $3,717-33.8% | $4,932-50.1% | $2,757-10.8% |
| Participant deferral / active EE | $7,462 | $6,652+12.2% | $8,065-7.5% | $4,300+73.5% |
| Admin fee / account holder | $5,054 | $7,953-36.5% | $12,993-61.1% | $6,925-27.0% |