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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 | $64,951 | $102,385-36.6% | $147,080-55.8% | $80,935-19.7% |
| Participation rate | 54.8% | 75.9%-21.0pp | 82.2%-27.3pp | 67.7%-12.8pp |
| Annual return | 11.98% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $2,110 | $3,717-43.2% | $4,933-57.2% | $2,757-23.5% |
| Participant deferral / active EE | $8,554 | $6,651+28.6% | $8,066+6.0% | $4,299+99.0% |
| Admin fee / account holder | $6,875 | $7,951-13.5% | $12,989-47.1% | $6,924-0.7% |