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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 | $58,611 | $102,385-42.8% | $147,080-60.2% | $80,935-27.6% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 15.20% | 135.09%-119.9pp | 420.17%-405.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $3,919 | $3,717+5.5% | $4,933-20.6% | $2,757+42.2% |
| Participant deferral / active EE | $8,072 | $6,651+21.4% | $8,066+0.1% | $4,299+87.7% |
| Admin fee / account holder | $5,701 | $7,951-28.3% | $12,989-56.1% | $6,924-17.7% |