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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 | $61,440 | $102,385-40.0% | $147,080-58.2% | $80,935-24.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 15.59% | 135.09%-119.5pp | 420.17%-404.6pp | 35.66%-20.1pp |
| Employer contribution / active EE | $2,831 | $3,717-23.8% | $4,933-42.6% | $2,757+2.7% |
| Participant deferral / active EE | $5,793 | $6,651-12.9% | $8,066-28.2% | $4,299+34.7% |
| Admin fee / account holder | $6,618 | $7,951-16.8% | $12,989-49.0% | $6,924-4.4% |