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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 | $42,040 | $102,422-59.0% | $147,117-71.4% | $80,959-48.1% |
| Participation rate | 57.1% | 75.9%-18.7pp | 82.2%-25.0pp | 67.7%-10.5pp |
| Annual return | 21.36% | 135.16%-113.8pp | 420.54%-399.2pp | 35.67%-14.3pp |
| Employer contribution / active EE | $3,480 | $3,717-6.4% | $4,932-29.4% | $2,757+26.2% |
| Participant deferral / active EE | $8,830 | $6,652+32.7% | $8,065+9.5% | $4,300+105.3% |
| Admin fee / account holder | $11,955 | $7,953+50.3% | $12,993-8.0% | $6,925+72.6% |