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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 | $45,691 | $102,422-55.4% | $147,117-68.9% | $80,959-43.6% |
| Participation rate | 60.0% | 75.9%-15.9pp | 82.2%-22.2pp | 67.7%-7.7pp |
| Annual return | 18.80% | 135.16%-116.4pp | 420.54%-401.7pp | 35.67%-16.9pp |
| Employer contribution / active EE | $2,291 | $3,717-38.4% | $4,932-53.6% | $2,757-16.9% |
| Participant deferral / active EE | $6,374 | $6,652-4.2% | $8,065-21.0% | $4,300+48.2% |
| Admin fee / account holder | $8,747 | $7,953+10.0% | $12,993-32.7% | $6,925+26.3% |