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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 | $56,685 | $105,198-46.1% | $159,455-64.5% | $85,856-34.0% |
| Participation rate | 53.2% | 75.8%-22.6pp | 82.8%-29.7pp | 69.3%-16.2pp |
| Annual return | 30.58% | 45.08%-14.5pp | 263.63%-233.0pp | 318.58%-288.0pp |
| Employer contribution / active EE | $1,882 | $3,319-43.3% | $4,830-61.0% | $2,565-26.6% |
| Participant deferral / active EE | $6,057 | $5,946+1.9% | $7,353-17.6% | $3,952+53.3% |
| Admin fee / account holder | $3,684 | $6,934-46.9% | $10,800-65.9% | $6,261-41.1% |