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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 | $53,533 | $102,385-47.7% | $147,080-63.6% | $80,935-33.9% |
| Participation rate | 53.1% | 75.9%-22.7pp | 82.2%-29.1pp | 67.7%-14.5pp |
| Annual return | 25.68% | 135.09%-109.4pp | 420.17%-394.5pp | 35.66%-10.0pp |
| Employer contribution / active EE | $3,255 | $3,717-12.4% | $4,933-34.0% | $2,757+18.1% |
| Participant deferral / active EE | $6,122 | $6,651-7.9% | $8,066-24.1% | $4,299+42.4% |
| Admin fee / account holder | $4,486 | $7,951-43.6% | $12,989-65.5% | $6,924-35.2% |