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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 | $26,488 | $102,429-74.1% | $147,096-82.0% | $80,925-67.3% |
| Participation rate | 62.1% | 75.9%-13.8pp | 82.2%-20.1pp | 67.7%-5.6pp |
| Annual return | 27.10% | 135.02%-107.9pp | 419.75%-392.6pp | 35.65%-8.5pp |
| Employer contribution / active EE | $2,947 | $3,716-20.7% | $4,936-40.3% | $2,756+6.9% |
| Participant deferral / active EE | $6,508 | $6,649-2.1% | $8,071-19.4% | $4,299+51.4% |
| Admin fee / account holder | $2,728 | $7,957-65.7% | $13,005-79.0% | $6,940-60.7% |