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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 | $79,899 | $102,422-22.0% | $147,117-45.7% | $80,959-1.3% |
| Participation rate | 58.7% | 75.9%-17.2pp | 82.2%-23.5pp | 67.7%-9.0pp |
| Annual return | 14.67% | 135.16%-120.5pp | 420.54%-405.9pp | 35.67%-21.0pp |
| Employer contribution / active EE | $2,891 | $3,717-22.2% | $4,932-41.4% | $2,757+4.9% |
| Participant deferral / active EE | $4,550 | $6,652-31.6% | $8,065-43.6% | $4,300+5.8% |
| Admin fee / account holder | $2,034 | $7,953-74.4% | $12,993-84.3% | $6,925-70.6% |