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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 | $37,171 | $102,385-63.7% | $147,080-74.7% | $80,935-54.1% |
| Participation rate | 67.5% | 75.9%-8.4pp | 82.2%-14.7pp | 67.7%-0.2pp |
| Annual return | 16.64% | 135.09%-118.5pp | 420.17%-403.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $2,713 | $3,717-27.0% | $4,933-45.0% | $2,757-1.6% |
| Participant deferral / active EE | $5,303 | $6,651-20.3% | $8,066-34.3% | $4,299+23.3% |
| Admin fee / account holder | $3,871 | $7,951-51.3% | $12,989-70.2% | $6,924-44.1% |