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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 | $40,377 | $102,385-60.6% | $147,080-72.5% | $80,935-50.1% |
| Participation rate | 68.2% | 75.9%-7.7pp | 82.2%-14.0pp | 67.7%+0.5pp |
| Annual return | 22.17% | 135.09%-112.9pp | 420.17%-398.0pp | 35.66%-13.5pp |
| Employer contribution / active EE | $2,071 | $3,717-44.3% | $4,933-58.0% | $2,757-24.9% |
| Participant deferral / active EE | $6,256 | $6,651-5.9% | $8,066-22.4% | $4,299+45.5% |
| Admin fee / account holder | $6,240 | $7,951-21.5% | $12,989-52.0% | $6,924-9.9% |