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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 | $102,385-48.8% | $147,080-64.4% | $80,935-35.2% |
| Participation rate | 64.5% | 75.9%-11.4pp | 82.2%-17.7pp | 67.7%-3.1pp |
| Annual return | 11.87% | 135.09%-123.2pp | 420.17%-408.3pp | 35.66%-23.8pp |
| Employer contribution / active EE | $3,527 | $3,717-5.1% | $4,933-28.5% | $2,757+28.0% |
| Participant deferral / active EE | $8,787 | $6,651+32.1% | $8,066+8.9% | $4,299+104.4% |
| Admin fee / account holder | $1,151 | $7,951-85.5% | $12,989-91.1% | $6,924-83.4% |