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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 | $52,414 | $102,429-48.8% | $147,096-64.4% | $80,925-35.2% |
| Participation rate | 64.5% | 75.9%-11.3pp | 82.2%-17.7pp | 67.7%-3.1pp |
| Annual return | 11.87% | 135.02%-123.2pp | 419.75%-407.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $3,527 | $3,716-5.1% | $4,936-28.5% | $2,756+28.0% |
| Participant deferral / active EE | $8,787 | $6,649+32.2% | $8,071+8.9% | $4,299+104.4% |
| Admin fee / account holder | $1,151 | $7,957-85.5% | $13,005-91.2% | $6,940-83.4% |