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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 | $39,725 | $102,422-61.2% | $147,117-73.0% | $80,959-50.9% |
| Participation rate | 62.3% | 75.9%-13.5pp | 82.2%-19.8pp | 67.7%-5.3pp |
| Annual return | 23.16% | 135.16%-112.0pp | 420.54%-397.4pp | 35.67%-12.5pp |
| Employer contribution / active EE | $2,101 | $3,717-43.5% | $4,932-57.4% | $2,757-23.8% |
| Participant deferral / active EE | $5,051 | $6,652-24.1% | $8,065-37.4% | $4,300+17.5% |
| Admin fee / account holder | $1,175 | $7,953-85.2% | $12,993-91.0% | $6,925-83.0% |