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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 | $56,335 | $102,382-45.0% | $147,005-61.7% | $80,874-30.3% |
| Participation rate | 61.9% | 75.8%-13.9pp | 82.2%-20.3pp | 67.6%-5.7pp |
| Annual return | 23.13% | 134.89%-111.8pp | 418.76%-395.6pp | 35.62%-12.5pp |
| Employer contribution / active EE | $2,834 | $3,715-23.7% | $4,934-42.6% | $2,756+2.8% |
| Participant deferral / active EE | $5,829 | $6,646-12.3% | $8,070-27.8% | $4,297+35.7% |
| Admin fee / account holder | $2,981 | $7,942-62.5% | $13,006-77.1% | $6,935-57.0% |