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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 | $55,033 | $102,385-46.2% | $147,080-62.6% | $80,935-32.0% |
| Participation rate | 63.0% | 75.9%-12.8pp | 82.2%-19.1pp | 67.7%-4.6pp |
| Annual return | 14.40% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,432 | $3,717-61.5% | $4,933-71.0% | $2,757-48.1% |
| Participant deferral / active EE | $7,080 | $6,651+6.5% | $8,066-12.2% | $4,299+64.7% |
| Admin fee / account holder | $7,190 | $7,951-9.6% | $12,989-44.6% | $6,924+3.8% |