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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 | $60,148 | $89,367-32.7% | $141,191-57.4% | $72,975-17.6% |
| Participation rate | 62.7% | 75.1%-12.4pp | 82.5%-19.7pp | 69.5%-6.7pp |
| Annual return | 21.22% | 111.87%-90.6pp | 71.41%-50.2pp | 81.01%-59.8pp |
| Employer contribution / active EE | $962 | $3,115-69.1% | $4,736-79.7% | $2,440-60.6% |
| Participant deferral / active EE | $4,513 | $5,419-16.7% | $6,710-32.7% | $3,608+25.1% |
| Admin fee / account holder | $10,947 | $5,957+83.8% | $10,264+6.7% | $5,124+113.6% |