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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 | $58,295 | $102,429-43.1% | $147,096-60.4% | $80,925-28.0% |
| Participation rate | 65.7% | 75.9%-10.1pp | 82.2%-16.5pp | 67.7%-1.9pp |
| Annual return | 12.99% | 135.02%-122.0pp | 419.75%-406.8pp | 35.65%-22.7pp |
| Employer contribution / active EE | $3,556 | $3,716-4.3% | $4,936-28.0% | $2,756+29.0% |
| Participant deferral / active EE | $7,746 | $6,649+16.5% | $8,071-4.0% | $4,299+80.2% |
| Admin fee / account holder | $5,512 | $7,957-30.7% | $13,005-57.6% | $6,940-20.6% |