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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 | $33,586 | $102,385-67.2% | $147,080-77.2% | $80,935-58.5% |
| Participation rate | 53.3% | 75.9%-22.6pp | 82.2%-28.9pp | 67.7%-14.4pp |
| Annual return | 28.22% | 135.09%-106.9pp | 420.17%-391.9pp | 35.66%-7.4pp |
| Employer contribution / active EE | $2,200 | $3,717-40.8% | $4,933-55.4% | $2,757-20.2% |
| Participant deferral / active EE | $4,602 | $6,651-30.8% | $8,066-43.0% | $4,299+7.0% |
| Admin fee / account holder | $2,677 | $7,951-66.3% | $12,989-79.4% | $6,924-61.3% |