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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 | $56,355 | $102,385-45.0% | $147,080-61.7% | $80,935-30.4% |
| Participation rate | 47.2% | 75.9%-28.7pp | 82.2%-35.0pp | 67.7%-20.5pp |
| Annual return | 17.55% | 135.09%-117.5pp | 420.17%-402.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $2,577 | $3,717-30.7% | $4,933-47.8% | $2,757-6.5% |
| Participant deferral / active EE | $6,106 | $6,651-8.2% | $8,066-24.3% | $4,299+42.0% |
| Admin fee / account holder | $8,168 | $7,951+2.7% | $12,989-37.1% | $6,924+18.0% |