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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 | $36,348 | $102,385-64.5% | $147,080-75.3% | $80,935-55.1% |
| Participation rate | 67.3% | 75.9%-8.5pp | 82.2%-14.8pp | 67.7%-0.3pp |
| Annual return | 17.28% | 135.09%-117.8pp | 420.17%-402.9pp | 35.66%-18.4pp |
| Employer contribution / active EE | $1,938 | $3,717-47.8% | $4,933-60.7% | $2,757-29.7% |
| Participant deferral / active EE | $4,773 | $6,651-28.2% | $8,066-40.8% | $4,299+11.0% |
| Admin fee / account holder | $2,192 | $7,951-72.4% | $12,989-83.1% | $6,924-68.3% |