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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 | $102,422-45.0% | $147,117-61.7% | $80,959-30.4% |
| Participation rate | 61.9% | 75.9%-14.0pp | 82.2%-20.3pp | 67.7%-5.8pp |
| Annual return | 23.13% | 135.16%-112.0pp | 420.54%-397.4pp | 35.67%-12.5pp |
| Employer contribution / active EE | $2,834 | $3,717-23.8% | $4,932-42.5% | $2,757+2.8% |
| Participant deferral / active EE | $5,829 | $6,652-12.4% | $8,065-27.7% | $4,300+35.6% |
| Admin fee / account holder | $2,981 | $7,953-62.5% | $12,993-77.1% | $6,925-57.0% |