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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 | $53,300 | $102,422-48.0% | $147,117-63.8% | $80,959-34.2% |
| Participation rate | 67.6% | 75.9%-8.2pp | 82.2%-14.5pp | 67.7%0pp |
| Annual return | 17.82% | 135.16%-117.3pp | 420.54%-402.7pp | 35.67%-17.8pp |
| Employer contribution / active EE | $2,921 | $3,717-21.4% | $4,932-40.8% | $2,757+5.9% |
| Participant deferral / active EE | $5,788 | $6,652-13.0% | $8,065-28.2% | $4,300+34.6% |
| Admin fee / account holder | $2,546 | $7,953-68.0% | $12,993-80.4% | $6,925-63.2% |